Investment Services Available Through CUSO Financial Services, LP
CUSO Financial Services, L.P.
at InTouch Credit Union
Office in La Vegas, NV
Duane Southerland is an investment representative registered through broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS)*. He specializes in helping clients manage the financial dynamics associated with preserving, growing, and transferring wealth to the next generation.
Southerland has more than 24 years of experience providing investment services and advice to families and businesses. Prior to his entry into the financial services industry, he retired after 22 years from the US Navy as a highly decorated Naval Officer. Prior to joining InTouch Credit Union, Southerland served as a Financial Advisor with Merrill Lynch. He holds both a bachelor’s and master’s degree in Business Administration (MBA) from Embry-Riddle Aeronautical University. Additionally, he received a Certificate in Financial Planning from Florida State University. He holds a principal’s license series 26 and general securities series 7 and 66 license. He is also licensed to provide Life Insurance and annuity solutions in the state of Nevada.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.