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
James Dempsey (CRD# 1395637) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 13 years of experience in the finance industry.
Srinath Desilva (CRD# 4984812) 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.
Jeffrey Dierksheide (CRD# 5927331) is an Investment Advisor Representative working at Cuso Financial Services in Wesley Chapel, FL and has over 12 years of experience in the finance industry.
Michelle Dilallo (CRD# 6392925) is an Investment Advisor Representative working at Cuso Financial Services in Boulder, CO and has over 8 years of experience in the finance industry.
Lisa Drahman (CRD# 2753536) is an Investment Advisor Representative working at Cuso Financial Services in Kettering, OH and has over 19 years of experience in the finance industry.
Shanel Dubique (CRD# 6824736) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 6 years of experience in the finance industry.
Tanya Duboue (CRD# 5290346) is an Investment Advisor Representative working at Cuso Financial Services in Colorado Springs, CO and has over 16 years of experience in the finance industry.
Adelbert Duffy (CRD# 4933195) is an Investment Advisor Representative working at Cuso Financial Services in Westerville, OH and has over 16 years of experience in the finance industry.
Daniel Duffy (CRD# 2400937) is an Investment Advisor Representative working at Cuso Financial Services in Las Vegas, NV and has over 30 years of experience in the finance industry.
Tracy Duncan (CRD# 2259464) is an Investment Advisor Representative working at Cuso Financial Services in Clemmons, NC and has over 31 years of experience in the finance industry.