Cuso Financial Services, L.P
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About this Advisor
James Yocom is a financial advisor working out of San Diego, California who has 7 years of relevant experience. Yocom works at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Lincoln Financial Distributors, Inc, Unionbanc Investment Services, Cuso Financial Services, Lp, Baxter Credit Union and Bcu Wealth Advisors, LLC. Yocom holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Cuso Financial Services, L.P is a registered investment business that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 employees. It manages $4 billion in total assets between its 25,992 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which services are provided. However, fees charged by Cuso Financial Services, L.P most likely include some blend 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
James Yocom Work History
James has been registered as a financial advisor for 7 years.*
Cuso Financial Services, Lp
Baxter Credit Union
Bcu Wealth Advisors, LLC
Unionbanc Investment Services
Lincoln Financial Distributors, Inc
*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 James Yocom 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
San Diego, CA
Vernon Hills, IL
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
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