Christian
Lopez-Alavez
Cuso Financial Services, L.P
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About this Advisor
Christian Lopez-Alavez is a financial advisor working in Riverside, California with 1 year of relevant experience. Lopez-Alavez works at Cuso Financial Services, L.P. Throughout their career, they have worked at Citizens Bank, Pnc Bank, Wells Fargo, Citizens Securities, Inc, Cafe On 26, Carousel Hotel, A-Z Insurance, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Uber, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Santander Bank and Cuso Financial Services, Lp. Lopez-Alavez maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in California. Cuso Financial Services, L.P is a business that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 employees. It administers $4 billion in assets under management among its 25,992 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 25,992 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. Cuso Financial Services, L.P provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on the type of financial services provided. However, fees billed by Cuso Financial Services, L.P may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christian Lopez-Alavez Work History
Christian has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Santander Bank
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Citizens Securities, Inc
Citizens Bank
Uber
Pnc Bank
Carousel Hotel
Wells Fargo
A-Z Insurance
Cafe On 26
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Lopez-Alavez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Riverside, CA
Downingtown, PA
San Diego, CA
Honolulu, HI
Los Angeles, CA
Quincy, MA
Corvallis, OR
Anaheim, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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