Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Allbright is a financial professional with over 28 years of experience in the financial services industry. Anthony is currently a Registered Representative and Investment Advisor Representative with Cuso Financial Services, LP, a firm that provides financial services to individuals, families, businesses and organizations. Anthony is also a Certified Financial Planner™ and a Chartered Financial Consultant. Throughout Anthony's career, he has worked with a variety of financial institutions, including Wells Fargo, Ameriprise Financial Services, and BBVA Securities. Anthony is dedicated to providing comprehensive financial advice and solutions to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NM
12/21/2021 - Present
Cuso Financial Services, LP (Albuquerque NM)
NM
10/11/2019 - 12/20/2021
ALLSTATE FINANCIAL SERVICES, LLC (Albuquerque NM)
NM
05/23/2018 - 09/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
NM
03/15/2017 - 09/11/2017
BBVA SECURITIES INC. (ALBUQUERQUE NM)
NM
11/21/2003 - 04/03/2017
BOK FINANCIAL SECURITIES, INC. (ALBUQUERQUE NM)
CA
03/06/2003 - 12/17/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
12/13/2000 - 03/07/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 07/12/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
01/17/1994 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
08/19/1993 - 01/19/1994
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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