Mohammed Ayala (CRD# 3095670) is an Investment Advisor Representative working at Cuso Financial Services in Long Beach, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jul 2022 - Current | 1 |
| U.s. Bancorp Investments, Inc. | Los Angeles, CA | Mar 2019 - Jun 2022 | 3 |
| Kali Botanical | Santa Ana, CA | Apr 2006 - Nov 2019 | 13 |
| Southland Credit Union | Downey, CA | Jan 2018 - Mar 2019 | 1 |
| Lpl Financial LLC | Downey, CA | Jan 2017 - Mar 2019 | 2 |
| Bank Of America, N.a. | Glendale, CA | Sep 2011 - Jan 2018 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Glendale, CA | Aug 2011 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- CA
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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