Francisco Gonzalez, financial advisor Austin TX
93 score

Francisco Gonzalez

CRD Number: 3173653
Current Firm: Cuso Financial Services, LP

Francisco Gonzalez (CRD# 3173653) is an Investment Advisor Representative working at Cuso Financial Services, LP in Austin, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Oct 2014 - Current 2
Wfg Investments Inc. Austin, TX Dec 2009 - Oct 2014 4
Ing Austin, TX Jul 2006 - Dec 2009 3
Ing Financial Advisers, LLC Austin, TX Jul 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Francisco R. Gonzalez
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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