Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Linnebur is an investment advisor in Tempe, Arizona. Currently an advisor with Cuso Financial Services, L.P, Linnebur has 10 years of professional experience in the financial advisory industry. Linnebur maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Linnebur is registered to operate in Arizona. During their career, the advisor has held roles at 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 brick-and-mortar locations in the United States. As a company, Cuso Financial Services, L.P oversees $2 billion in assets dispersed across 11,423 client accounts and employs more than 703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 1,365 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cuso Financial Services, L.P offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Linnebur Work History
Gregory has 11 years of experience.
Cuso Financial Services, Lp
Securities America, Inc
Lpl Financial, LLC
Altier Credit Union
Gregory Linnebur has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Vernon Hills, IL
Santa Rosa, CA
Fort Worth, TX
Mount Pleasant, SC
Port Orchard, WA
San Diego, CA
San Diego, CA