JK
CFP
JK
CFP

Joseph Kusar

7 Years of Experience
Durango, CO
Broker

Joseph Kusar is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durango, CO, with 7 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1199 Main Ave, Durango, CO, 81301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is a finance/investment committee member for Adaptive Sports Association and United Way of Southwest Colorado, dedicating minimal time to each. He also works as a financial advisor through Raymond James Financial Services at Bank of Colorado, and as an alpine ski instructor at Purgatory Ski Resort a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Suntrust Securities, INC.Broker
January 2004 - December 2004 · 11 mos
State Registrations18 states
AZCACOFLGAIDILMAMTNCNDNMOKORTXUTWAWY
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.
Joseph Kusar - Financial Advisor | TrueAdvisor