Mary Ahearn, financial advisor Tucson AZ
96 score

Mary Ahearn

CRD 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 36 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.

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Professional Designations
Company Name Location Dates Years
Sorrento Pacific Financial, LLC San Diego, CA Jan 2008 - Current 8
Cuso Financial Services, LP San Diego, CA Jun 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for Mary E. Ahearn
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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