Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA
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About this Advisor

Christopher Mccain is a certified financial planner whose office is in San Diego, California. Currently an investment advisor with Cuso Financial Services, L.P, they have accumulated 16 years of work experience. Mccain holds Series 63, Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mccain is registered to work with clients in California. During their career, the advisor has held roles at Chase Investment Services Corp, Banc Of America Investment Services, Inc, Bank Of America Insurance Services, Inc, Wamu Investments, Mccain Numismatics, Lpl Financial, LLC, Stay At Home Dad and Cuso Financial Services, Lp. Cuso Financial Services, L.P is headquartered in San Diego, California, and operates out of 927 offices throughout the country. In aggregate, Cuso Financial Services, L.P oversees $2 billion in assets dispersed across 12,288 client accounts and retains more than 695 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 1,268 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Cuso Financial Services, L.P provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

16 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



Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


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

Christopher Mccain Work History

Christopher has 16 years of experience.

2015 - Present (4 years)

Cuso Financial Services, Lp

2015 - 2015 (< 1 year)

Lpl Financial, LLC

2012 - 2015 (3 years)

Stay At Home Dad

2009 - 2009 (< 1 year)

Chase Investment Services Corp

2009 - 2009 (< 1 year)

Wamu Investments

2009 - 2012 (3 years)

Mccain Numismatics

2007 - 2009 (2 years)

Bank Of America Insurance Services, Inc

2002 - 2009 (7 years)

Banc Of America Investment Services, Inc


Christopher Mccain has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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