Fusco Financial Services Inc.

Fusco Financial Services Inc. (CRD# 106841) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $26,879,455 in 90 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2402 Ne 8th Ave., Fort Lauderdale, FL 33305
http://www.fusco-finl.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $298,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CO, FL, TX

Financial Advisors at Fusco Financial Services Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Johanna Lobdell, financial advisor Fort Lauderdale FL
Johanna M. Lobdell
CRD#: 2539587
2402 Ne 8th Ave., Fort Lauderdale, FL 33305
96
Wealthminder
score

Johanna Lobdell (CRD# 2539587) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Fort Lauderdale, FL and has over 13 years of experience in the finance industry. Johanna Lobdell 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.

2
Kenneth Fusco, financial advisor Fort Lauderdale FL
Kenneth M. Fusco
CRD#: 216040
2402 Ne 8th Ave., Fort Lauderdale, FL 33305
83
Wealthminder
score

Kenneth Fusco (CRD# 216040) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Fort Lauderdale, FL and has over 22 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals