Craig MaytubbyCRD Number: 1898059
Current Firm: Cuso Financial Services, LP
Craig Maytubby (CRD# 1898059) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 29 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Cuso Financial Services, LP||San Diego, CA||Dec 2017 - Current||< 1|
|Kern Fcu||Bakersfield, CA||Oct 2014 - Current||3|
|Invest Financial Corp.||Bakersfield, CA||Oct 2014 - Dec 2017||3|
|Unionbanc Investment Services||Bakersfield, CA||Jan 2013 - Oct 2014||1|
|Bank Of The West||Bakersfield, CA||Aug 2011 - Jan 2013||1|
|Bancwest Investment Services||Bakersfield, CA||Aug 2011 - Jan 2013||1|
|Chase Investment Services||Bakersfield, CA||May 2010 - Aug 2011||1|
|Unemployed||Bakersfield, CA||Mar 2010 - May 2010||< 1|
|Principal Life Ins Co||Bakersfield, CA||Mar 2010 - Mar 2010||< 1|
|Princor Financial Services Corp||Bakersfield, CA||Mar 2010 - Mar 2010||< 1|
|Unemployed||Bakersfield, CA||Nov 2008 - Mar 2010||1|
|Cuso Financial Services, LP||San Diego, CA||Apr 2000 - Nov 2008||8|
|Ksf Investment Services||Bakersfield, CA||Apr 2000 - Oct 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
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
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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