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).
-
Total Assets Under Management4,665MILLION
-
Total Number of Accounts26,968ACCOUNTS
-
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
Jessi Beach (CRD# 6503153) is an Investment Advisor Representative working at Cuso Financial Services in Anaheim, CA and has over 8 years of experience in the finance industry.
Malcolm Beard (CRD# 5573195) is an Investment Advisor Representative working at Cuso Financial Services in Vancouver, WA and has over 10 years of experience in the finance industry.
Ladonna Beaumont (CRD# 2642718) is an Investment Advisor Representative working at Cuso Financial Services in Post Falls, ID and has over 25 years of experience in the finance industry.
Stephen Becker (CRD# 1783130) is an Investment Advisor Representative working at Cuso Financial Services in Albuquerque, NM and has over 35 years of experience in the finance industry.
Daniel Bernabe (CRD# 4879398) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 19 years of experience in the finance industry.
Rick Berta (CRD# 4222272) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 23 years of experience in the finance industry.
Matthew Birnbaum (CRD# 4210053) is an Investment Advisor Representative working at Cuso Financial Services in Stroudburg, PA and has over 23 years of experience in the finance industry.
Jeri Bitner (CRD# 4666852) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 17 years of experience in the finance industry.
Aaron Bitran (CRD# 2486539) is an Investment Advisor Representative working at Cuso Financial Services in Fontana, CA and has over 29 years of experience in the finance industry.
Todd Blessing (CRD# 4369846) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 22 years of experience in the finance industry.