Mary AhearnCRD Number: 861820
Current Firm: Cuso Financial Services, LP
Mary Ahearn (CRD# 861820) is an Investment Advisor Representative working at Cuso Financial Services, LP in Tucson, AZ and has over 37 years of experience in the finance industry. Mary Ahearn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Nova Financial & Insurance Services
|Sorrento Pacific Financial, LLC||San Diego, CA||Jan 2008 - Current||9|
|Cuso Financial Services, LP||San Diego, CA||Jun 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1980|
|S66||NASAA Uniform Combined State Law Examination||Apr 1998|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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