Kristian
Pavlov

Cuso Financial Services, L.P

CRD#6602040
Investment Advisor
in Dublin, CA

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About this Advisor

Kristian Pavlov is a financial advisor working in Dublin, California, who has been in the industry for 10 years. Pavlov currently works for Cuso Financial Services, L.P. Over the course of their career, they have held roles at Premier Hardwood Floor, Mulberry'S Market, Patelco Credit Union and Cuso Financial. Pavlov maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Cuso Financial Services, L.P is a company that has its headquarters in Dublin, California. The investment advisory business has offices in 929 locations and a total of 656 financial advisors. It manages $4 billion in total assets between its 24,999 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth investors who have more 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. Financial management fees largely are based on the type of services. However, fees billed by Cuso Financial Services, L.P likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3 Park Place
Dublin, CA 94568

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

CA Average: $7,578,581,321
Total Number of Employees

656

CA Average: 43
Total Number of Accounts

24,999

CA Average: 3,727
Average Account Size

$175,389

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kristian Pavlov Work History

Kristian has 10 years of experience.

2016 - Present (6 years)

Cuso Financial

2014 - 2015 (1 year)

Patelco Credit Union

2012 - 2012 (< 1 year)

Premier Hardwood Floor

2012 - 2013 (1 year)

Mulberry'S Market

Disclosures

Kristian Pavlov has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
Ricky Hoskins
San Diego, CA
Nicholas Larsen
West Valley City, UT
Russell Gochneaur
Vancouver, WA
Evan Newton
North Las Vegas, NV
David Bailey
Cincinnati, OH
Mark Kilbride
Destin, FL
Ronald Barnette
Hood River, OR

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 profile-compliance@smartasset.com.

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.

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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.

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