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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
South Carolina Federal Credit Union 1 month, 2 weeks Aug 2018 - Present
Cuso Financial Services, Lp 1 month, 2 weeks Aug 2018 - Present
Modern Family Asset Management 2 years, 2 months Jun 2016 - Aug 2018
Lpl Financial, LLC 2 years, 2 months Jun 2016 - Aug 2018
Good Life Advisors, LLC 2 years, 2 months Jun 2016 - Aug 2018
Wells Fargo Advisors, LLC 2 years, 8 months Oct 2013 - Jun 2016
Bank of America, N.A. 2 years, 1 month Sep 2011 - Oct 2013
Merrill Lynch 4 months May 2011 - Sep 2011
First South Bank 10 months Jul 2010 - May 2011
Humana 10 months Sep 2009 - Jul 2010
NBSC 6 years, 2 months Jul 2003 - Sep 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Johnathan Stackhouse

Don't judge your value by your wallet
Published 2017-09-01 10:08:20
Complacency is not a strategy
Published 2017-07-24 10:54:39
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 14, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 14, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Cuso Financial Services, L.P.

    Last updated on Sept. 28, 2017
      • $2.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 19K
        Accounts
      • $138.5K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees