Lopez Duane Davis

Adviser/team AUM $50,000,000
Firm joining CUSO Financial Services, L.P.
Firm leaving CUNA Brokerage Services, Inc.
Adviser(s) location Charlotte, NC
Date July 10, 2019

Latest Moves to CUSO Financial Services, L.P.

Adviser(s) Date
Justin Timothy BaileyJuly 10, 2019
Lopez Duane DavisJuly 10, 2019
Jon Carl FoxJuly 10, 2019

Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.