Cuso Financial Services, L.P
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About this Advisor
Gregory Linnebur is an investment advisor in Tempe, Arizona. Currently a registered financial advisor at Cuso Financial Services, L.P, they have accumulated 13 years of practice in the financial advisory industry. Linnebur maintains Series 63 and Series 66 licenses, designating them as a securities agent. Linnebur is able to act as an advisor based out of Arizona. Linnebur has gained experience at Cue Financial Group, Inc, Lpl Financial, LLC, Altier Credit Union, Pfg Advisors, Cuso Financial Services, Lp and Securities America, Inc. Cuso Financial Services, L.P is headquartered in Tempe, Arizona, and operates out of 927 additional locations in the United States. As a registered investment firm, Cuso Financial Services, L.P oversees $2 billion in assets throughout 12,288 accounts and employs more than 695 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 1,268 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Linnebur Work History
Gregory has 13 years of experience.
Cuso Financial Services, Lp
Securities America, Inc
Lpl Financial, LLC
Altier Credit Union
Cue Financial Group, Inc
Gregory Linnebur has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P