Antonio ValiengoCRD Number: 3111199
Current Firm: Cuso Financial Services, LP
Antonio Valiengo (CRD# 3111199) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 24 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Cuso Financial Services, LP||San Diego, CA||Nov 2007 - Current||15|
|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|
Total Assets Under Management4,083MILLIONS
Total Number of Accounts25,992ACCOUNTS
Average Account Value$157,079
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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