Margaret Motsinger, financial advisor Winston Salem NC
93 score

Margaret Motsinger

CRD Number: 3001535
Current Firm: Cuso Financial Services, LP

Margaret Motsinger (CRD# 3001535) is an Investment Advisor Representative working at Cuso Financial Services, LP in Winston Salem, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Allegacy Federal Credit Union Winston Salem, NC Apr 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Apr 2014 - Current 2
Raymond James Financial Services, Inc. Kernersville, NC Oct 2013 - Jan 2014 < 1
Raymond James Financial Services Advisors Inc. Kernersville, NC Oct 2013 - Jan 2014 < 1
Bank Of Nc Kernersville, NC Oct 2012 - Jan 2014 1
Wells Fargo Advisors LLC Kernersville, NC May 2009 - Oct 2012 3
Wachovia Bank, N.a. Winston-salem, NC Sep 2002 - May 2009 6
Wachovia Securities, LLC Winston-salem, NC Sep 2002 - May 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Margaret N. Motsinger
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
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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