Investment Services Available Through CUSO Financial Services, LP

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Duane Southerland

Financial Advisor

CUSO Financial Services, L.P.

at InTouch Credit Union
Office in La Vegas, NV

Email:

Duane.Southerland@cusonet.com

Phone:

214-975-3181  Office

702-992-7441 Direct

214-975-3182 Fax

Check the background of this investment professional on FINRA BrokerCheck

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.

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