Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA
Are you Eric Heath? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 year)

Wells Fargo Investments

2009 - 2010 (1 year)

Investools, Inc

2007 - 2009 (2 years)

Fidelity Brokerage Services LLC


Eric Heath has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started