Brian Sears, financial advisor Layton UT
93 score

Brian Sears

CRD Number: 3054054
Current Firm: Cuso Financial Services, LP

Brian Sears (CRD# 3054054) is an Investment Advisor Representative working at Cuso Financial Services, LP in Layton, UT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Nov 2015 - Current 1
Tiaa Salt Lake City, UT Jul 2014 - Oct 2015 1
Tiaa-cref Individual & Institutional Services, LLC Salt Lake City, UT Jul 2014 - Oct 2015 1
Usaa Financial Planning Services Addison, TX Apr 2011 - Jul 2014 3
Usaa Financial Advisors, Inc. Addison, TX Apr 2011 - Jul 2014 3
Tdameritrade Ft Worth, TX Aug 2010 - Mar 2011 < 1
Fidelity Brokerage Services, Inc. Salt Lake City, UT Mar 1998 - Jun 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Brian D. Sears
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • UT
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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