Cuso Financial Services, L.P
About this Advisor
James Yocom is a financial advisor who works out of San Diego, California, with 10 years in the industry. 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, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, California. The investment advisory business has offices in 929 locations and a total of 656 financial advisors. It oversees $4 billion in assets under management across its 24,999 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 24,999 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number 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 usually are based on the financial services. Fee types charged by Cuso Financial Services, L.P likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cuso Financial Services, L.P Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 10 years of experience.
Cuso Financial Services, Lp
Baxter Credit Union
Bcu Wealth Advisors, LLC
Unionbanc Investment Services
Lincoln Financial Distributors, Inc
James Yocom has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
New Port Richey, FL
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.