Cuso Financial Services, L.P

Investment Advisor
in Florence, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

James Lowe is a financial advisor working in Florence, Arizona, who has been in the advisory business for 11 years. Lowe is an advisor for Cuso Financial Services, L.P. During their career, Lowe has held roles at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Jrl Photography, Lincoln Financial Securities Corporation, Lpl Financial LLC, Cuso Financial Services, Lp and Coastal Credit Union. Lowe has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Cuso Financial Services, L.P is an advisory firm based in Florence, Arizona. The investment advisory business has offices in 929 locations and a total of 656 people on staff. It handles $4 billion in total assets among its 24,999 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to seven charities and foundations. Of its 24,999 accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the financial services offered. Fee types charged by Cuso Financial Services, L.P can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

Florence, AZ

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

Total Assets Under Management


AZ Average: $7,578,581,321
Total Number of Employees


AZ Average: 43
Total Number of Accounts


AZ Average: 3,727
Average Account Size


AZ Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

James Lowe Work History

James has 11 years of experience.

2020 - Present (2 years)

Cuso Financial Services, Lp

2020 - Present (2 years)

Coastal Credit Union

2013 - Present (9 years)

Jrl Photography

2018 - 2020 (2 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Lincoln Financial Securities Corporation

2011 - 2014 (3 years)

Waddell & Reed Inc

2011 - 2014 (3 years)

Various Insurance Carriers For W&R Insurance Agencies


James Lowe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Mark Kilbride
Destin, FL
James Yocom
San Diego, CA
Susan Mauri
San Diego, CA
Nicholas Larsen
West Valley City, UT
Ronald Barnette
Hood River, OR
Christopher Mccain
San Diego, CA
Carla Hooker
San Diego, CA
Ricky Hoskins
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started