Christopher
Garcia
Cuso Financial Services, L.P
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About this Advisor
Christopher Garcia is a financial advisor based in Santa Rosa, California, working with Cuso Financial Services, L.P. Christopher has previously held positions at Fidelity Investments, Greenleaf Burleson LLC, Zuk Financial Group, National Planning Corporation, Lpl Financial LLC, Td Ameritrade, Inc, Cuso Financial Services, Lp, Redwood Credit Union, and Npb Financial Group, LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Christopher is part of Cuso Financial Services, L.P, which operates out of Santa Rosa, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Garcia Work History
Cuso Financial Services, Lp
Redwood Credit Union
Td Ameritrade, Inc
Npb Financial Group, LLC
Zuk Financial Group
National Planning Corporation
Lpl Financial LLC
Greenleaf Burleson LLC
Fidelity Investments
Disclosures
Please visit the SEC profile of Christopher Garcia 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
Wilbraham, MA
Jacksonville, FL
Anaheim, CA
Vancouver, WA
Lunenburg, MA
San Diego, CA
Dearborn, MI
Saint George, UT
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