Leslie Keng, financial advisor San Antonio TX

Leslie Keng

CRD Number: 3150463
Current Firm: Cuso Financial Services, LP

Leslie Keng (CRD# 3150463) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Antonio, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jul 2023 - Current < 1
Cetera Investment Services LLC St Cloud, MN Sep 2021 - Jul 2023 1
Cetera Investment Advisers LLC San Antonio, TX Sep 2021 - Jul 2023 1
Mutual Of Omaha Investor Services Austin, TX Aug 2019 - Sep 2021 2
Mutual Of Omaha Insurance Company Austin, TX Aug 2019 - Sep 2021 2
Reveille Lift Inspections, LLC Mckinney, TX Apr 2017 - Jun 2021 4
Usaa Financial Advisors, Inc. Addison, TX Mar 2014 - May 2017 3
Usaa Financial Planning Services Addison, TX Mar 2014 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1999
S63 Uniform Securities State Law Examination Dec 2021
Contact Info for Leslie L. Keng
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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