Hormoz
Aslani
Cuso Financial Services, L.P
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About this Advisor
Hormoz Aslani is a financial advisor based in Lakewood, California who has 1 year of relevant experience. Aslani is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Fifth Third Securities, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Cuso Financial Services, Lp and Citigroup. Aslani has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in California. Cuso Financial Services, L.P is a business that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 advisors. It has $4 billion in total assets between its 25,992 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 13 charitable organizations. Of its 25,992 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. Cuso Financial Services, L.P performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are provided. However, fees billed by Cuso Financial Services, L.P likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Hormoz Aslani Work History
Hormoz has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Citigroup
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Fifth Third Securities
*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.
Disclosures
Please visit the SEC profile of Hormoz Aslani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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