Timothy Cusick
Timothy Cusick is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 45 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
600 W Broadway Ste 1450, One America Plaza, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1994Other Business Activities
Timothy is an investment committee member for Rise Up Industries since 2022, dedicating minimal time. He discusses investment policies and bylaws.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
First Jersey Securities, INC.Broker
State Registrations33 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.
Exams
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