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David Cudo

Raymond James Financial Services Advisors, INC
39 Years of Experience
Corvallis, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
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David Cudo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corvallis, OR, with 39 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2101 NW Professional Drive, Suite 201, Corvallis, OR, 97330

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.Broker
December 1988 - Present · 37 yrs 10 mos
Previous Registrations
Cudo Investment Services, INC.
September 2006 - May 2008 · 1 yr 8 mos
Raymond James Financial Services
September 2006 - January 2009 · 2 yrs 4 mos
Cudo Investment Services, INC.
March 2006 - June 2006 · 3 mos
First American National Securities, INC.Broker
April 1987 - December 1988 · 1 yr 8 mos
State Registrations17 states
AKARAZCACOFLIAMAMDNCNVORPATXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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