Christopher
Garcia

Cuso Financial Services, L.P

CRD#4098268
Investment Advisor
in Santa Rosa, CA

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2763 Fourth Street
Santa Rosa, CA 95405

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,664,869,848

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

833

CA Average: 43
Total Number of Accounts

26,968

CA Average: 3,727
Average Account Size

$172,978

CA Average: $2,033,427

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

2019 - Present (5 years)

Cuso Financial Services, Lp

2019 - Present (5 years)

Redwood Credit Union

2019 - 2019 (< 1 year)

Td Ameritrade, Inc

2018 - 2019 (1 year)

Npb Financial Group, LLC

2017 - 2018 (1 year)

Zuk Financial Group

2017 - 2018 (1 year)

National Planning Corporation

2017 - 2018 (1 year)

Lpl Financial LLC

2016 - 2017 (1 year)

Greenleaf Burleson LLC

2010 - 2016 (6 years)

Fidelity Investments

Created with Highcharts 6.0.7

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

Christopher Casale
Wilbraham, MA
Edwin Reynolds
Jacksonville, FL
Monica Cardenas
Anaheim, CA
Alice Haneman
Vancouver, WA
Ryan Leblanc
Lunenburg, MA
Alfonzo Credit
Ann Arbor, MI
James Curenton
Dearborn, MI
William Dobbins
Saint George, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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