Ralph
Miller

Cuso Financial Services, L.P

CRD#2175235
Investment Advisor
in Winston Salem, NC

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About this Advisor

Ralph Miller is a financial advisor operating out of Winston Salem, North Carolina with 16 years of industry experience. Miller is currently employed by Cuso Financial Services, L.P. Throughout their career, they have worked at Allegacy Federal Credit Union and Cuso Financial Services, Lp. Miller maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Cuso Financial Services, L.P is a business based in San Diego, CA. The company has offices in 977 locations and a total of 803 people on staff. It controls $4 billion in assets between its 25,992 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1691 Westbrook Plaza Drive
Winston Salem, NC 27103

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

NC Average: $7,578,581,321
Total Number of Employees

803

NC Average: 43
Total Number of Accounts

25,992

NC Average: 3,727
Average Account Size

$157,079

NC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ralph Miller Work History

Ralph has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Allegacy Federal Credit Union

2007 - Present (17 years)

Cuso Financial Services, Lp

*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 Ralph Miller 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

Ricky Hoskins
San Diego, CA
John Lunney
Orange Park, FL
Teresa Brock
San Diego, CA
Ross Kumasaki
Honolulu, HI
Christopher Ellis
Los Angeles, CA
Michael Galvin
Quincy, MA
Jonathon Allen
Anaheim, CA
Michelle Poturich
Corvallis, OR

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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