James
Curenton
Cuso Financial Services, L.P
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About this Advisor
James Curenton is a financial advisor operating out of Dearborn, Michigan who has 1 year of industry experience. Curenton works at Cuso Financial Services, L.P. Their career trajectory has included roles at Morgan Stanley, Communities In School- Detroit, Northwood University, Americorps, University Of Michigan, Center For Educational Outreach- University Of Michigan, Morgan Stanley Private Bank, N.A, Fidelity Brokerage Services LLC, Equitable Advisors, Cuso Financial Services, Lp and Dfcu Financial. Curenton holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Cuso Financial Services, L.P is a company based out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets under management among its 25,992 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,992 client accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services are offered. Fee types charged by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Curenton Work History
James has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Dfcu Financial
Equitable Advisors
Morgan Stanley
Morgan Stanley Private Bank, N.A
Fidelity Brokerage Services LLC
Northwood University
Communities In School- Detroit
Americorps
Center For Educational Outreach- University Of Michigan
University Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Curenton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Riverside, CA
Downingtown, PA
San Diego, CA
Honolulu, HI
Los Angeles, CA
Quincy, MA
Corvallis, OR
Anaheim, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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