George
Taylor
Cuso Financial Services, L.P
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About this Advisor
George Taylor is a financial advisor based in San Diego, California, working with Cuso Financial Services, L.P. George has previously held positions at First Bank & Trust, Cuso Financial Services, L.P, Infinex Investments, Inc, Wealthcare Capital Management LLC, Cuna Brokerage Services, Inc, and Cuna Mutual Group. George has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Virginia. Currently, George is part of Cuso Financial Services, L.P, which operates out of San Diego, California. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
George Taylor Work History
Cuso Financial Services, Lp
Cuso Financial Services, Lp
Cuna Brokerage Services, Inc
Cuna Mutual Group
Cuso Financial Services, Lp
Wealthcare Capital Management LLC
Infinex Investments, Inc
First Bank & Trust
Disclosures
Please visit the SEC profile of George Taylor 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
Ann Arbor, MI
Wichita, KS
Anaheim, CA
Vancouver, WA
San Diego, CA
Jacksonville, FL
Dearborn, MI
Saint George, UT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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