Cuso Financial Services
Cuso Financial Services (CRD# 42132) is a financial advisory firm headquartered in San Diego, CA. They manage $4,664,869,848 in 26,968 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,665MILLION
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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 in The Woodlands, TX and has over 28 years of experience in the finance industry.
Anthony Allbright (CRD# 2376474) is an Investment Advisor Representative working at Cuso Financial Services in Albuquerque, NM and has over 30 years of experience in the finance industry.
Diane Allen (CRD# 1271315) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 39 years of experience in the finance industry.
Jonathon Allen (CRD# 2329509) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA 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 in Matthews, NC and has over 7 years of experience in the finance industry.
Cameron Anderson (CRD# 6764444) is an Investment Advisor Representative working at Cuso Financial Services in Fountain, CO and has over 6 years of experience in the finance industry.
James Armer (CRD# 5546609) is an Investment Advisor Representative working at Cuso Financial Services in Albuquerque, NM and has over 15 years of experience in the finance industry.
Justy Armijo (CRD# 2551789) is an Investment Advisor Representative working at Cuso Financial Services in Albuquerque, NM and has over 29 years of experience in the finance industry.
Hormoz Aslani (CRD# 3235306) is an Investment Advisor Representative working at Cuso Financial Services in Lakewood, CA and has over 24 years of experience in the finance industry.
Aman Awan (CRD# 4408876) is an Investment Advisor Representative working at Cuso Financial Services in Canton, MI and has over 22 years of experience in the finance industry.