Cuso Financial Services, L.P
About this Advisor
Christopher Mccain is a certified financial planner working in San Diego, California, who has 10 years in the industry. Mccain is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Lpl Financial, LLC, Stay At Home Dad and Cuso Financial Services, Lp. Mccain has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Cuso Financial Services, L.P is a registered investment business based out of San Diego, California. The investment advisory business has offices in 929 locations and a total of 656 financial advisors. It has $4 billion in assets across its 24,999 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Cuso Financial Services, L.P performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Cuso Financial Services, L.P most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Mccain Work History
Christopher has 10 years of experience.
Cuso Financial Services, Lp
Lpl Financial, LLC
Stay At Home Dad
Christopher Mccain has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
West Valley City, UT
North Las Vegas, NV
Hood River, OR
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
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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.