Cuso Financial Services, L.P
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About this Advisor
Gary Friedman is a financial advisor who works in San Diego, California with 4 years of relevant experience. Friedman is currently employed by Cuso Financial Services, L.P. Over the course of their career, Friedman has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Towne Investment Group, Towne Bank, Towne Insurance, Carmax, Abnb Financial Credit Union, Oppenheimer & Co Inc and Cuso Financial Services, Lp. Friedman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It administers $4 billion in assets across its 25,992 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which service is offered. Fees billed by Cuso Financial Services, L.P likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gary Friedman Work History
Gary has been registered as a financial advisor for 4 years.*
Abnb Financial Credit Union
Cuso Financial Services, Lp
Oppenheimer & Co Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Towne Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Gary Friedman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
Los Angeles, CA
San Diego, CA
San Diego, CA
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