Cuso Financial Services, LP

Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,082,797,608 in 25,992 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,083
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Cuso Financial Services, LP
Showing 1 - 10 of 498 top financial advisors.
1
Michael W. Alexander
CRD#: 1956648
9110 Grogans Mill Rd., The Woodlands, TX 77380

Michael Alexander (CRD# 1956648) is an Investment Advisor Representative working at Cuso Financial Services, LP in The Woodlands, TX and has over 28 years of experience in the finance industry.

2
Anthony L. Allbright
CRD#: 2376474
8321 Palomas Ave Ne Suite B, Albuquerque, NM 87109

Anthony Allbright (CRD# 2376474) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 30 years of experience in the finance industry. Anthony Allbright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Diane S. Allen
CRD#: 1271315
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 39 years of experience in the finance industry.

4
Jonathon J. Allen
CRD#: 2329509
5601 E. La Palma Ave 3rd Floor, Anaheim, CA 92807

Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anaheim, CA and has over 31 years of experience in the finance industry.

5
John A. Alvarez
CRD#: 6737014
435 N Trade, Matthews, NC 28105

John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services, LP in Matthews, NC and has over 7 years of experience in the finance industry.

6
Cameron G. Anderson
CRD#: 6764444
6965 Mesa Ridge Pkwy, Suite 110, Fountain, CO 80817

Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fountain, CO and has over 6 years of experience in the finance industry.

7
James D. Armer
CRD#: 5546609
8321 Palomas Ave Ne Suite B, Albuquerque, NM 87109

James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 15 years of experience in the finance industry.

8
Justy A. Armijo
CRD#: 2551789
8321 Palomas Ave Ne Suite B, Albuquerque, NM 87109

Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 29 years of experience in the finance industry.

9
Hormoz A. Aslani
CRD#: 3235306
2660 Carson Street, Lakewood, CA 90712

Hormoz Aslani (CRD# 3235306) is an Investment Advisor Representative working at Cuso Financial Services, LP in Lakewood, CA and has over 24 years of experience in the finance industry.

10
Aman U. Awan
CRD#: 4408876
1477 N Canton Center Road, Canton, MI 48187

Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 22 years of experience in the finance industry. Aman Awan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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