Fusco Financial Services Inc.

Fusco Financial Services Inc. (CRD# 106841) is a financial advisory firm headquartered in Wilton Manors, FL. They manage $10,767,117 in 40 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2402 Ne 8th Ave., Wilton Manors, FL 33305
http://www.fusco-finl.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $269,178
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
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 Wilton Manors FL
Johanna M. Lobdell
CRD#: 2539587
2402 Ne 8th Ave., Wilton Manors, FL 33305
96
Wealthminder
score

Johanna Lobdell (CRD# 2539587) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Wilton Manors, 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 Wilton Manors FL
Kenneth M. Fusco
CRD#: 216040
2402 Ne 8th Ave., Wilton Manors, FL 33305
83
Wealthminder
score

Kenneth Fusco (CRD# 216040) is an Investment Advisor Representative working at Fusco Financial Services Inc. in Wilton Manors, FL and has over 22 years of experience in the finance industry.

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