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
Doris Caramello (CRD# 5060370) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 18 years of experience in the finance industry.
Christopher Casale (CRD# 1052540) is an Investment Advisor Representative working at Cuso Financial Services in Wilbraham, MA and has over 41 years of experience in the finance industry.
Richard Champion (CRD# 5110439) is an Investment Advisor Representative working at Cuso Financial Services in Gig Harbor, WA and has over 17 years of experience in the finance industry.
Rigoberto Chavez Gomez (CRD# 6556690) is an Investment Advisor Representative working at Cuso Financial Services in Spokane Valley, WA and has over 8 years of experience in the finance industry.
Kristin Chim (CRD# 4415761) is an Investment Advisor Representative working at Cuso Financial Services in Prior Lake, MN and has over 22 years of experience in the finance industry.
Gavin Chinn (CRD# 2301936) is an Investment Advisor Representative working at Cuso Financial Services in Seattle, WA and has over 31 years of experience in the finance industry.
Paul Chlebecek (CRD# 6800178) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 6 years of experience in the finance industry.
Alex Choi (CRD# 6222928) is an Investment Advisor Representative working at Cuso Financial Services in Los Angeles, CA and has over 10 years of experience in the finance industry.
Byung Chong (CRD# 4189656) 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.
Donna Ciminera (CRD# 2947550) is an Investment Advisor Representative working at Cuso Financial Services in West Chester, PA and has over 26 years of experience in the finance industry.