Shandie Morrison, financial advisor Vancouver WA
93 score

Shandie Morrison

CRD Number: 4446476
Current Firm: Cuso Financial Services, LP

Shandie Morrison (CRD# 4446476) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vancouver, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2015 - Current 1
Columbia Credit Union Vancouver, WA Mar 2009 - Current 7
Cetera Advisor Networks El Segundo, CA Jan 2013 - Nov 2015 2
Financial Network El Segundo, CA Apr 2009 - Dec 2012 3
Linsco/private Ledger Corp. Oxnard, CA Jul 2001 - Dec 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Shandie R. Morrison
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WA
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
93
Clean Record
This advisor has a clean track record with regulators.

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