Alicia KnapeCRD Number: 5312194
Current Firm: Cuso Financial Services, LP
Alicia Knape (CRD# 5312194) is an Investment Advisor Representative working at Cuso Financial Services, LP in Houston, TX and has over 10 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Cuso Financial Services, LP||San Diego, CA||Jan 2012 - Current||6|
|Texas Bay Credit Union||Houston, TX||Jan 2012 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2005 - Jan 2012||6|
|Texas Bay Area Credit Union||Pasadena, TX||Mar 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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