Alix (Farquhar) Kusler

Alix (Farquhar) Kusler Email and Phone Number

Financial Advisor & Portfolio Manager at Southwest Investment Advisors @ Southwest Investment Advisors
7594 N La Cholla Blvd, Tucson,Arizona,United States
Alix (Farquhar) Kusler's Location
Tucson, Arizona, United States, United States
Alix (Farquhar) Kusler's Contact Details

Alix (Farquhar) Kusler work email

Alix (Farquhar) Kusler personal email

n/a
About Alix (Farquhar) Kusler

My primary roles at Southwest Investment Advisors are client relationships and portfolio management. I focus on building and maintaining client relationships and reviewing and constructing portfolios that reflect clients’ individual goals.I hold a BS in Business Administration from Pepperdine University, where I studied both in Malibu, California and Florence, Italy. I started with Southwest Investments in 2009 on the operational side of the business and built my way to the advisor side.In 2014, I obtained one of the industry’s newest designations, the Certified Wealth Strategist® designation, administered by Cannon Financial Institute.When I'm not in the office, I enjoy traveling and running with my husband Phil, spending time with my two sweet boys, and singing at the Vineyard Christian Community.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit https://www.southwestinvestmentadvisors.com/

Alix (Farquhar) Kusler's Current Company Details
Southwest Investment Advisors

Southwest Investment Advisors

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Financial Advisor & Portfolio Manager at Southwest Investment Advisors
7594 N La Cholla Blvd, Tucson,Arizona,United States
Employees:
20
Alix (Farquhar) Kusler Work Experience Details
  • Southwest Investment Advisors
    Portfolio Manager
    Southwest Investment Advisors Aug 2009 - Present
    Tucson, Arizona, United States
  • First Presbyterian Church Fort Collins
    University Ministries Intern
    First Presbyterian Church Fort Collins Aug 2008 - May 2009
  • Starbucks
    Barista/Shift Supervisor
    Starbucks Aug 2004 - Jul 2008

Alix (Farquhar) Kusler Skills

Barista Supervisor

Alix (Farquhar) Kusler Education Details

Frequently Asked Questions about Alix (Farquhar) Kusler

What company does Alix (Farquhar) Kusler work for?

Alix (Farquhar) Kusler works for Southwest Investment Advisors

What is Alix (Farquhar) Kusler's role at the current company?

Alix (Farquhar) Kusler's current role is Financial Advisor & Portfolio Manager at Southwest Investment Advisors.

What is Alix (Farquhar) Kusler's email address?

Alix (Farquhar) Kusler's email address is af****@****son.com

What schools did Alix (Farquhar) Kusler attend?

Alix (Farquhar) Kusler attended Pepperdine University.

What skills is Alix (Farquhar) Kusler known for?

Alix (Farquhar) Kusler has skills like Barista, Supervisor.

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