Andrew WhitakerCRD Number: 6012437
Current Firm: Cuso Financial Services, LP
Andrew Whitaker (CRD# 6012437) is an Investment Advisor Representative working at Cuso Financial Services, LP in Yulee, FL and has over 5 years of experience in the finance industry.
Wealth By Empowerment
Disciplined Equity Management, Inc.
Marchand Faries Financial Management, Inc.
|Cuso Financial Services, LP||San Diego, CA||Apr 2013 - Current||4|
|Merrill Lynch, Pierce, Fenner And Smith, Inc.||Jacksonville, FL||Dec 2011 - Mar 2013||1|
|Florida Cypress Wood Products||Jacksonville, FL||Jan 2006 - Dec 2011||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
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