investment services associate, cuso financial services, l.p.*
james.carter.cfsinvest@stcu.org
(208) 619.4082
STCU's Post Falls Branch
3903 E. Primrose Lane
Post Falls, ID 83854
Planning for retirement or other life events can be a journey, with fits and starts and twists and turns along the way.
James is here to direct traffic and help you chart a course for a fulfilling future.
As an Investment Services Associate, James makes sure that everyone is going in the same direction, handling referrals, scheduling appointments, and helping to build strong relationships between members and advisors.
James lives in Post Falls, where he loves spending time with family, staying fit at the gym, and gaming. He’s a graduate of Western Governors University, where he received a bachelor’s degree in accounting and finance.
Disclosures
*Important disclosures about STCU Investment Services and CFS.
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.
Check the background of CUSO Financial Services, L.P. and our CFS* advisors on FINRA's BrokerCheck®.
See additional disclosures at cfsdisclosure.com, third party sites not affiliated with STCU.