Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,384,538,933 in 24,999 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,385MILLION
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Total Number of Accounts24,999ACCOUNTS
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Average Account Value$175,389
- 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
Michael Alexander (CRD# 1956648) is an Investment Advisor Representative working at Cuso Financial Services, LP in The Woodlands, TX and has over 26 years of experience in the finance industry.
Anthony Allbright (CRD# 2376474) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 28 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.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services, LP in Ogden, UT and has over 37 years of experience in the finance industry.
Nancy Almond (CRD# 2142868) is an Investment Advisor Representative working at Cuso Financial Services, LP in Spokane Valley, WA and has over 31 years of experience in the finance industry.
John Alvarez (CRD# 6737014) is an Investment Advisor Representative working at Cuso Financial Services, LP in Somonauk, IL and has over 5 years of experience in the finance industry.
William Anderholt (CRD# 4425254) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vancouver, WA and has over 20 years of experience in the finance industry.
Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fountain, CO and has over 5 years of experience in the finance industry.
John Anderson (CRD# 1866885) is an Investment Advisor Representative working at Cuso Financial Services, LP in Vernon Hills, IL and has over 21 years of experience in the finance industry.
Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuso Financial Services, LP in Albuquerque, NM and has over 27 years of experience in the finance industry.
Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services, LP in Canton, MI and has over 20 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.