Carlo
Boton

Cuso Financial Services, L.P

CRD#5763846
Investment Advisor
in San Diego, CA
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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

Series 63, Certified Financial Planner

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10549 Scripps Poway Pkwy
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

CA Average: $2,033,427

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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.

2015 - Present (4 years)

Cuso Financial Services

2010 - 2014 (4 years)

Lpl Financial LLC

1996 - Present (23 years)

North Island Credit Union

Disclosures

Carlo Boton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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