Cuso Financial Services, L.P
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About this Advisor
Carlo Boton is a certified financial planner operating in San Diego, California, who has 22 years in the industry. Boton works at Cuso Financial Services, L.P. The advisor has gained experience at Cuso Financial Services, North Island Credit Union and Lpl Financial LLC. Boton has a Series 63 license, which qualifies them as a securities agent, and is approved to work in California. Cuso Financial Services, L.P is a company based in San Diego, California. The investment advisory business has offices in 927 locations and a total of 695 financial advisors. It manages $2 billion in total assets among its 12,288 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 12,288 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P most likely include 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
Carlo Boton Work History
Carlo has 22 years of experience.
Cuso Financial Services
North Island Credit Union
Lpl Financial LLC
Carlo Boton has no disclosures.
Please visit their SEC profile for more details.