Eric
Heath

Cuso Financial Services, L.P

CRD#4965365
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66

Years of Experience

11 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

Disclosures

No

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

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

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

Eric Heath Work History

Eric has 11 years of experience.

2015 - Present (4 years)

Cuso Financial Services, Lp

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2010 - 2011 (1 years)

Wells Fargo Investments

2009 - 2010 (1 years)

Investools, Inc

2007 - 2009 (2 years)

Fidelity Brokerage Services LLC

Disclosures

Eric Heath has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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