Gerlynbee Buencamino, financial advisor San Diego CA

Gerlynbee Buencamino

CRD Number: 6155494
Current Firm: Cuso Financial Services, LP

Gerlynbee Buencamino (CRD# 6155494) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 8 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2016 - Current 5
Redwood Credit Union Santa Rosa, CA Jan 2016 - Current 5
Jp Morgan Securities LLC Santa Rosa, CA Dec 2012 - Dec 2015 3
Jp Morgan Chase Bank Santa Rosa, CA Mar 2009 - Dec 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Gerlynbee M. Buencamino
Phone Number: 858-530-4400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,508
    MILLIONS
  • Total Number of Accounts
    19,255
    ACCOUNTS
  • Average Account Value
    $182,173
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.