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
Pedro Cisneros (CRD# 5992316) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 10 years of experience in the finance industry.
Christopher Clapinski (CRD# 5322161) is an Investment Advisor Representative working at Cuso Financial Services in Hemet, CA and has over 16 years of experience in the finance industry.
Jeffrey Clements (CRD# 1781826) is an Investment Advisor Representative working at Cuso Financial Services in Dearborn, MI and has over 12 years of experience in the finance industry.
Anthony Coletti (CRD# 2653855) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 28 years of experience in the finance industry.
Daniel Contreras (CRD# 4354594) is an Investment Advisor Representative working at Cuso Financial Services in Kansas City, MO and has over 15 years of experience in the finance industry.
Kevin Cook (CRD# 4074998) is an Investment Advisor Representative working at Cuso Financial Services in Mebane, NC and has over 24 years of experience in the finance industry.
Jeremy Cooley (CRD# 6668799) is an Investment Advisor Representative working at Cuso Financial Services in Orlando, FL and has over 7 years of experience in the finance industry.
Peter Cosentino (CRD# 5748847) is an Investment Advisor Representative working at Cuso Financial Services in Falls Church, VA and has over 14 years of experience in the finance industry.
Katelyn Coutee (CRD# 6245435) is an Investment Advisor Representative working at Cuso Financial Services in Colorado Springs, CO and has over 7 years of experience in the finance industry.
Alfonzo Credit (CRD# 5007663) is an Investment Advisor Representative working at Cuso Financial Services in Ann Arbor, MI and has over 8 years of experience in the finance industry.