James
Carter
Cuso Financial Services, L.P
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About this Advisor
James Carter is a financial advisor based in Post Falls, Idaho, working with Cuso Financial Services, L.P. James has previously held positions at Cuso Financial Services, L.P, Spokane Teachers Credit Union, and Winco Foods. James has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, James is part of Cuso Financial Services, L.P, which operates out of Post Falls, Idaho. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Carter Work History
Cuso Financial Services, Lp
Spokane Teachers Credit Union
Winco Foods
Disclosures
Please visit the SEC profile of James Carter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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