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).
Total Assets Under Management27MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$298,661
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, FL, TX
Johanna Lobdell (CRD# 2539587) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Fort Lauderdale, FL and has over 12 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.
Kenneth Fusco (CRD# 216040) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Fort Lauderdale, FL and has over 21 years of experience in the finance industry.