Cuso Financial Services, L.P
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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
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
Frederick Dean Work History
Frederick has 13 years of experience.
Cuso Financial Services, Lp
Apple Services Corporation
Cuna Brokerage Services, Inc
Frederick Dean has no disclosures.
Please visit their SEC profile for more details.