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
Jeffrey Ferraris (CRD# 4200229) is an Investment Advisor Representative working at Cuso Financial Services in Austin, TX and has over 23 years of experience in the finance industry.
Eugene Fistani (CRD# 5423788) is an Investment Advisor Representative working at Cuso Financial Services in Colorado Springs, CO and has over 15 years of experience in the finance industry.
Mark Fitzmorris (CRD# 3052621) is an Investment Advisor Representative working at Cuso Financial Services in Jacksonville, FL and has over 25 years of experience in the finance industry.
Gregory Flick (CRD# 6382333) is an Investment Advisor Representative working at Cuso Financial Services in Englewood, OH and has over 7 years of experience in the finance industry.
Franklin Flower (CRD# 5083761) is an Investment Advisor Representative working at Cuso Financial Services in Wichita, KS and has over 9 years of experience in the finance industry.
Maria Fluker (CRD# 1952706) is an Investment Advisor Representative working at Cuso Financial Services in San Diego, CA and has over 29 years of experience in the finance industry.
Ira Fox (CRD# 5770143) is an Investment Advisor Representative working at Cuso Financial Services in Oak Grove, OR and has over 13 years of experience in the finance industry.
Jon Fox (CRD# 1448836) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 38 years of experience in the finance industry.
Steven Franke (CRD# 2134616) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 33 years of experience in the finance industry.
John Friday (CRD# 2807930) is an Investment Advisor Representative working at Cuso Financial Services in Livonia, MI and has over 27 years of experience in the finance industry.