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Mark P. Cussen

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CRD#: 2505156
MC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Philip Cussen, who also goes by Mark Cussen, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1995. Mark had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mark Cussen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HIMALAYA MORTGAGE -LOAN ORIGINATOR, PROCESSOR AND OFFICER OVERLAND PARK, KS 66212 EFF 5/13/02 I am a freelance financial writer. I write educational articles for various financial websites. I charge $0.15 per word. Mark P Cussen is a tutor for Cussen About Money, which is an online tutoring for the CFP Board exam company. His responsivities include tutoring students online in various CFP exams topics. Mark P Cussen is an income tax preparer for Cussen About Money, which is income tax preparation company. His responsibilities are to prepare personal income taxes.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2023 - September 15, 2023

NIGHTINGALE ADVISORS, LLC

RIA
CRD#: 293194
Overland Park, KS
Past

April 7, 2020 - January 21, 2021

BEDROCK INVESTMENT ADVISORS

RIA
CRD#: 173131
Overland Park, KS
Past

May 21, 2003 - May 10, 2004

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
OVERLAND PARK, KS
Past

May 21, 2003 - May 10, 2004

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX
Past

June 10, 2002 - May 6, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
SHAWNEE MISSION, KS
Past

May 24, 2002 - May 6, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 14, 2002 - April 29, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 26, 2000 - August 1, 2001

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

June 18, 1996 - March 21, 2000

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 5, 1996 - June 26, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

February 13, 1995 - July 6, 1995

DST SECURITIES, INC.

BD
CRD#: 8129
KANSAS CITY, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/21/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 2/20/1996
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NA
NIGHTINGALE ADVISORS, LLC
CAPITAL PRESERVATION ADVISORS | NIGHTINGALE ADVISORS, LLC | MINING ADVISORS, LLC | CAPITAL PRESERVATION TRUST, LLC | CAPITAL PRESERVATION ADVISORS, LLC

CRD#: 293194 / SEC#:

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Contact information


Main Address
6828 Post Road Suite 3d, North Kingstown, RI 02852
Mailing Address
Phone number
(401) 450-4040
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts16
AUM (Assets Under Management)$ 1,135,238

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NIGHTINGALE ADVISORS, LLC

CRD#: 293194

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