Cuso Financial Services, L.P
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About this Advisor
Eric Heath is a financial advisor who works out of San Diego, California, who has been in the industry for 11 years. Heath currently works for Cuso Financial Services, L.P. During their career, Heath has held roles at Fidelity Brokerage Services LLC, Cuso Financial Services, Lp, Investools, Inc, Wells Fargo Investments and Wells Fargo Advisors LLC. Heath maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Utah. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, California. The company has offices in 927 locations and a total of 695 advisors. It administers $2 billion in total assets between its 12,288 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 12,288 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. Cuso Financial Services, L.P performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on the type of services. However, fees charged by Cuso Financial Services, L.P most likely consist 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
- Selection of other advisers
Eric Heath Work History
Eric has 11 years of experience.
Cuso Financial Services, Lp
Wells Fargo Advisors LLC
Wells Fargo Investments
Fidelity Brokerage Services LLC
Eric Heath has no disclosures.
Please visit their SEC profile for more details.