Dana
Graham
Cuso Financial Services, L.P
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About this Advisor
Dana Graham is a financial advisor based in Northampton, Massachusetts, working with Cuso Financial Services, L.P. Dana has previously held positions at Edward Jones, Wells Fargo, Investment Centers Of America, Lpl Financial LLC, Cuso Financial Services, Lp, Umass Five College Federal Credit Union, and Frandsen Investment Services. Dana has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Dana is part of Cuso Financial Services, L.P, which operates out of Northampton, Massachusetts. 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
Dana Graham Work History
Cuso Financial Services, Lp
Umass Five College Federal Credit Union
Investment Centers Of America
Lpl Financial LLC
Frandsen Investment Services
Wells Fargo
Edward Jones
Disclosures
Please visit the SEC profile of Dana Graham 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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