David Cudo
David Cudo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2101 NW Professional Drive, Suite 201, Corvallis, OR, 97330
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
David is an agent for non-variable insurance, though he no longer submits new business and only services existing clients, dedicating minimal time to this. He also owns Cudo Financial, Inc. and rental real estate property, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cudo Investment Services, INC.
Raymond James Financial Services
Cudo Investment Services, INC.
First American National Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.