Vinh Do, financial advisor Livermore CA
93 score

Vinh Do

CRD Number: 5410292
Current Firm: Cuso Financial Services, LP

Vinh Do (CRD# 5410292) is an Investment Advisor Representative working at Cuso Financial Services, LP in Livermore, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Aug 2015 - Current 1
Commonwealth Central Credit Union Milpitas, CA Aug 2015 - Apr 2016 < 1
E*trade Securities LLC Cupertino, CA Jan 2015 - Jul 2015 < 1
E*trade Capital Management LLC Cupertino, CA Jan 2015 - Jul 2015 < 1
Bank Of America, N.a. Menlo Park, CA Mar 2011 - Jan 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Mar 2011 - Jan 2015 3
New England Securities Foster City, CA Jul 2010 - Mar 2011 < 1
Chase Investment Services Corp San Jose, CA Oct 2009 - Jul 2010 < 1
Jp Morgan Chase Bank Na San Jose, CA Oct 2009 - Jul 2010 < 1
Unemployed San Jose, CA Apr 2009 - Oct 2009 < 1
Wachovia Bank, N.a. San Jose, CA Jan 2008 - Mar 2009 1
Wachovia Securities, LLC San Leandro, CA Aug 2007 - Jan 2008 < 1
Unemployed San Jose, CA Apr 2007 - Jul 2007 < 1
Kuhler & Associates Newport Beach, CA Mar 2007 - Mar 2007 < 1
Hsbc San Jose, CA Feb 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Vinh Q. Do
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • CA
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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