Antonio Valiengo (CRD# 3111199) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 26 years of experience in the finance industry.
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cuso Financial Services, LP | San Diego, CA | Nov 2007 - Current | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- FL
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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