Bruce Joseph (CRD# 4588853) is an Investment Advisor Representative working at Cuso Financial Services, LP in Clyde, OH and has over 12 years of experience in the finance industry.
CRD# 2726739
Great Lakes Benefits And Wealth Management
Score
101
CRD# 2418270
Hoffman Investment Services, LLC
Score
98
CRD# 1799567
1st Global Advisors Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Oct 2016 - Mar 2017 | < 1 |
| Raymond James Financial Services, Inc. | Swanton, OH | Jan 2016 - Oct 2016 | < 1 |
| F & M Investments | Swanton, OH | Jan 2016 - Oct 2016 | < 1 |
| Raymond James Financial Services Advisors Inc. | Swanton, OH | Jan 2016 - Oct 2016 | < 1 |
| Metlife Securities | Toledo, OH | Sep 2015 - Jan 2016 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Mar 2012 - Sep 2015 | 3 |
| Fifth Third Securities | Toledo, OH | Mar 2011 - Mar 2012 | 1 |
| Allstate Financial Services | Toledo, OH | Oct 2010 - Mar 2011 | < 1 |
| Next Financial Group | Fremont, OH | Aug 2009 - Oct 2010 | 1 |
| Pinnacle Capital Management | Fremont, OH | Feb 2009 - Oct 2010 | 1 |
| Mutual Service Corp | Fremont, OH | Feb 2009 - Aug 2009 | < 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Sep 2002 - Feb 2009 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- OH
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Total Assets Under Management1,808MILLIONS
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Total Number of Accounts9,438ACCOUNTS
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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)
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