Unclaimed Profile

Charles Joseph Jr. Cutsinger

J.J.B. HILLIARD, W.L. LYONS, LLC·LOUISVILLE, Kentucky

J.J.B. HILLIARD, W.L. LYONS, LLC

500 WEST JEFFERSON STREET, LOUISVILLE, KY 40202CRD# 2065360Firm CRD# 453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Joseph Jr. Cutsinger · LOUISVILLE, KY

Registration

CRD #2065360 · J.J.B. HILLIARD, W.L. LYONS, LLC

Brand Profile

Not yet started

Disclosure history

9 disclosures on file · See FINRA BrokerCheck for full record

About

Charles Joseph Jr. Cutsinger is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with J.J.B. HILLIARD, W.L. LYONS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

J.J.B. HILLIARD, W.L. LYONS, LLC

AUM

$9.3B

Regulatory assets under management

Employees

1025

Total firm employees

View all advisors at J.J.B. HILLIARD, W.L. LYONS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2065360

Firm CRD# 453

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Joseph Jr. Cutsinger offer?

Charles Joseph Jr. Cutsinger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Charles Joseph Jr. Cutsinger's credentials?

Charles Joseph Jr. Cutsinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Joseph Jr. Cutsinger located?

Charles Joseph Jr. Cutsinger is based in LOUISVILLE, Kentucky, working with J.J.B. HILLIARD, W.L. LYONS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Charles Joseph Jr. Cutsinger charge for services?

Charles Joseph Jr. Cutsinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J.J.B. HILLIARD, W.L. LYONS, LLC?

J.J.B. HILLIARD, W.L. LYONS, LLC has approximately 1025 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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