Logan Lepe, financial advisor San Diego CA

Logan Lepe

CRD Number: 4973226
Current Firm: Cuso Financial Services, LP

Logan Lepe (CRD# 4973226) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
University Federal Credit Union Austin, TX Nov 2016 - Current 7
Cuso Financial Services, LP San Diego, CA Oct 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Logan S. Lepe
Phone Number: 858-530-4400
Registered State(s):
  • TX
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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