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Community First Advisor Named Organization’s First Wealth Advisor

By: Maria Coppola, APR, CPRC

Posted on 10/8/2020 11:26:07 AM

JACKSONVILLE, Fla., Oct. 8, 2020 – Community First Credit Union (Community First) announces Mark Fitzmorris, a registered investment representative affiliated with broker-dealer and registered investment adviser with CUSO Financial Services, LP (CFS) has been appointed wealth advisor. As Community First’s first wealth advisor, he will be work with existing clients and their families and friends to help grow their wealth and portfolios.

Fitzmorris has served Community First members and investment clients for 17 years. Fitzmorris earned  FINRA Series 7, 65, and insurance licenses. Fitzmorris is Community First’s leading advisor and was named to the CFS Hall of Fame in 2015 and has been ranked as a CFS Gold Pacesetter from 2004-2019 and is on track to qualify again in 2020.

“Our members rely on Mark and his team for wealth advising, retirement planning and income, and portfolio management” said John Hirabayashi, CEO and president of Community First. “We are proud he has reached this level of achievement in his commitment to members.”

Community First is a full-service credit union offering daily banking, loan and financial products to anyone across the First Coast. Wealth services are an additional service available to members of the credit union. Fitzmorris has offices in the St. Johns and Orange Park branches of Community First but serves the entire 19-branch network.

About CUSO Financial Services, LP and Sorrento Pacific Financial LLC
Full-service, sister broker dealers CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial LLC (SPF) (Members FINRA/SIPC) provide customized investment and insurance solutions to financial institutions throughout the country. Headquartered in San Diego, with branch offices and licensed representatives nationwide, both broker dealers are SEC Registered Investment Advisers, with expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers.  For more information, see www.cusonet.com or www.sorrentopacific.com.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), and Sorrento Pacific Financial, LLC (“SPF”), registered broker-dealers (Members FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisors. Products offered through CFS/SPF: are not federally insured, are not guarantees or obligations of credit unions or banks, and may involve investment risk including possible loss of principal. Credit unions and banks contract with CFS/SPF to make non-deposit investment products and services available to credit union members or bank clients.

Community First Credit Union is a state-chartered credit union based in Jacksonville serving anyone who lives or works on the First Coast. Community First is one of the 10 largest credit unions in the state, serving more than 148,000 members and with assets of $1.9 billion. Community First has 19 locations and 340 employees. A not-for-profit, Community First is a full-service financial institution offering banking, loans, mortgages and investments for consumers and businesses across the First Coast. 

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Investment products are offered by CUSO Financial Services, L.P. (Member FINRA/SIPC) and are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value.