Frederick
Dean

Cuso Financial Services, L.P

CRD#2672673
Investment Advisor
in San Diego, CA
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About this Advisor

Frederick Dean is an investment advisor who is based out of San Diego, California. Currently a registered advisor at Cuso Financial Services, L.P, Dean has 13 years of work experience. Dean has Series 63 and Series 66 licenses, which certify them as a securities representative. Dean can work with customers in Virginia. Throughout their career, Dean has worked at Apple Services Corporation, Cuna Brokerage Services, Inc and Cuso Financial Services, Lp. Cuso Financial Services, L.P is located in San Diego, California, and operates out of 927 additional offices across the country. As a company, Cuso Financial Services, L.P manages $2 billion in assets throughout 12,288 accounts and retains more than 695 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 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

$1,864,920,090

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

695

CA Average: 43
Total Number of Accounts

12,288

CA Average: 3,727
Average Account Size

$151,768

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

Frederick Dean Work History

Frederick has 13 years of experience.

2013 - Present (6 years)

Cuso Financial Services, Lp

2005 - Present (14 years)

Apple Services Corporation

2005 - 2012 (7 years)

Cuna Brokerage Services, Inc

Disclosures

Frederick Dean has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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