James McCrudden, financial advisor West Chester PA
93 score

James McCrudden

CRD 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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Citadel Federal Credit Union Chester Springs, PA Nov 2004 - Current 12
Cuso Financial Services, LP San Diego, CA Nov 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for James D. McCrudden
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • PA
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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