Gary Friedman, financial advisor San Diego CA

Gary Friedman

CRD Number: 2592589
Current Firm: Cuso Financial Services, LP

Gary Friedman (CRD# 2592589) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Abnb Financial Credit Union Virginia Beach, VA Sep 2019 - Current 4
Cuso Financial Services, LP San Diego, CA Sep 2019 - Current 4
Oppenheimer & Co Inc. Virginia Beach, VA Mar 2018 - Aug 2019 1
Carmax Virginia Beach, VA Aug 2017 - Apr 2018 < 1
Raymond James Financial Services, Inc. Chesapeake, VA Jan 2013 - Mar 2018 5
Raymond James Financial Services Advisors Inc. Chesapeake, VA Jan 2013 - Mar 2018 5
Towne Investment Group Chesapeake, VA Jan 2013 - Mar 2018 5
Towne Bank Chesapeake, VA Aug 2014 - Jun 2017 2
Towne Insurance Chesapeake, VA Jun 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Gary M. Friedman
Phone Number: 858-530-4400
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,083
    MILLIONS
  • Total Number of Accounts
    25,992
    ACCOUNTS
  • Average Account Value
    $157,079
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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