Cuso Financial Services, LP
Cuso Financial Services, LP (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $1,934,986,386 in 11,423 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,935MILLION
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Total Number of Accounts11,423ACCOUNTS
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Average Account Value$169,394
- 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
- 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
Brock Adams (CRD# 6488540) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 3 years of experience in the finance industry.
Cindy Allen (CRD# 1221561) is an Investment Advisor Representative working at Cuso Financial Services, LP in Saint George, UT and has over 26 years of experience in the finance industry. Cindy Allen 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 35 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 3 years of experience in the finance industry.
Josephine Anacleto (CRD# 4557032) is an Investment Advisor Representative working at Cuso Financial Services, LP in El Cajon, CA and has over 15 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 19 years of experience in the finance industry.
Justin Anderson (CRD# 6389728) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 5 years of experience in the finance industry.
John Christopher Andrews (CRD# 5500090) is an Investment Advisor Representative working at Cuso Financial Services, LP in Anchorage, AK and has over 11 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 18 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.
Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services, LP in Chambersburg, PA and has over 15 years of experience in the finance industry.