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 11 - 20 of 497 top financial advisors.
11
Mohammed S. Ayala
CRD#: 3095670
3447 Atlantic Ave, Long Beach, CA 90807

Mohammed Ayala (CRD# 3095670) is an Investment Advisor Representative working at Cuso Financial Services, LP in Long Beach, CA and has over 24 years of experience in the finance industry.

12
Alex A. Bacay
CRD#: 4837485
800 Wayne Avenue, Chambersburg, PA 17201

Alex Bacay (CRD# 4837485) is an Investment Advisor Representative working at Cuso Financial Services, LP in Chambersburg, PA and has over 19 years of experience in the finance industry.

13
Colm F. Bailey
CRD#: 5431512
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

Colm Bailey (CRD# 5431512) is an Investment Advisor Representative working at Cuso Financial Services, LP in San Diego, CA and has over 16 years of experience in the finance industry.

14
Kaleb Baker
CRD#: 6410591
1298 Dayton-yellow Springs Rd, Fairborn, OH 45324

Kaleb Baker (CRD# 6410591) is an Investment Advisor Representative working at Cuso Financial Services, LP in Fairborn, OH and has over 8 years of experience in the finance industry.

15
Rafael Balderrabano
CRD#: 5411122
16430 Park Ten Place, Houston, TX 77084

Rafael Balderrabano (CRD# 5411122) is an Investment Advisor Representative working at Cuso Financial Services, LP in Houston, TX and has over 16 years of experience in the finance industry.

16
Jorin G. Bale
CRD#: 4670013
611 S. Broadway, Boulder, CO 80305

Jorin Bale (CRD# 4670013) is an Investment Advisor Representative working at Cuso Financial Services, LP in Boulder, CO and has over 20 years of experience in the finance industry.

17
Laura E. Banasiewicz
CRD#: 1391387
1910 Peace Haven Road, Winston Salem, NC 27106

Laura Banasiewicz (CRD# 1391387) is an Investment Advisor Representative working at Cuso Financial Services, LP in Winston Salem, NC and has over 34 years of experience in the finance industry.

18
Ronald E. Barnette
CRD#: 4542577
1004 Pacific Avenue, Hood River, OR 97031

Ronald Barnette (CRD# 4542577) is an Investment Advisor Representative working at Cuso Financial Services, LP in Hood River, OR and has over 21 years of experience in the finance industry.

19
Felix A. Bartolomei
CRD#: 2813477
135 West Central Avenue, Suite 200, Orlando, FL 32801

Felix Bartolomei (CRD# 2813477) is an Investment Advisor Representative working at Cuso Financial Services, LP in Orlando, FL and has over 27 years of experience in the finance industry.

20
Gregory W. Bass
CRD#: 3121526
5000 Falls Of Neuse Road, Raleigh, NC 27609

Gregory Bass (CRD# 3121526) is an Investment Advisor Representative working at Cuso Financial Services, LP in Raleigh, NC and has over 25 years of experience in the finance industry.

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