Kevin McDermott, financial advisor West Chester PA
93 score

Kevin McDermott

CRD Number: 1973717
Current Firm: Cuso Financial Services, LP

Kevin McDermott (CRD# 1973717) 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
Cuso Financial Services, LP San Diego, CA Apr 2005 - Current 11
Citadel Federal Credit Union Brookhaven, PA Apr 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S66 NASAA Uniform Combined State Law Examination Feb 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Kevin J. McDermott
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

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