Cfs Cubic Financial Services, Inc.

Cfs Cubic Financial Services, Inc. (CRD# 126238) is a financial advisory firm headquartered in Athens, GA. They manage $81,600,772 in 157 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $519,750
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TX

Financial Advisors at Cfs Cubic Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John C. Cubic
CRD#: 3161450
White Plains, GA
96
Wealthminder
score

John Cubic (CRD# 3161450) is an Investment Advisor Representative working at Cfs Cubic Financial Services, Inc. in White Plains, GA and has over 18 years of experience in the finance industry. John Cubic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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