Cfs Cubic Financial Services, Inc.

Cfs Cubic Financial Services, Inc. (CRD# 126238) is a financial advisory firm headquartered in Athens, GA. They manage $145,761,911 in 162 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1720 Epps Bridge Parkway, Suite 108 / Pmb 377, Athens, GA 30606
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $899,765
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
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 Cubic, financial advisor White Plains GA
John C. Cubic
CRD#: 3161450
White Plains, GA

John Cubic (CRD# 3161450) is an Investment Advisor Representative working at Cfs Cubic Financial Services, Inc. in White Plains, GA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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