James McCruddenCRD Number: 1939217
Current Firm: Cuso Financial Services, LP
James McCrudden (CRD# 1939217) is an Investment Advisor Representative working at Cuso Financial Services, LP in West Chester, PA and has over 28 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Citadel Federal Credit Union||Chester Springs, PA||Nov 2004 - Current||13|
|Cuso Financial Services, LP||San Diego, CA||Nov 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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