Eric Freeman, financial advisor San Diego CA
90 score

Eric Freeman

CRD Number: 6123514
Current Firm: Cuso Financial Services, LP

Eric Freeman (CRD# 6123514) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
United Federal Credit Union Fletcher, NC Jul 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville, NC Sep 2012 - Apr 2014 1
Bank Of America N.a. Asheville, NC Nov 2007 - Sep 2012 4
Fork Baptist Church Fork, SC Jul 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Eric A. Freeman
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NC
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
90
Clean Record
This advisor has a clean track record with regulators.

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