Lolla
Long

Cuso Financial Services, L.P

CRD#6268719
Investment Advisor
in Riverside, CA

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About this Advisor

Lolla Long is a financial advisor operating out of Riverside, California, with 1 year of industry experience. Long is an employee of Cuso Financial Services, L.P. Long has gained experience at Bbva Securities Inc, Sagepoint Financial, Bbva Compass Insurance Agency, Inc, Girl Scouts Of San Gorgonio County, Bbva Wealth Solutions Inc, Pnc Investments, Cuso Financial Services, Lp and Compass Bank. Long maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, CA. The company has offices in 977 locations and a total of 803 employees. It handles $4 billion in assets under management among its 25,992 accounts, making it one of the largest firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 25,992 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. Cuso Financial Services, L.P provides a broad assortment of services, such as 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 type of services offered. However, fees billed by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

10725 Magnolia Ave
Riverside, CA 92505

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

CA Average: 43
Total Number of Accounts

25,992

CA Average: 3,727
Average Account Size

$157,079

CA Average: $2,033,427

Investment Advisory Services

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

Lolla Long Work History

Lolla has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cuso Financial Services, Lp

2015 - Present (9 years)

Girl Scouts Of San Gorgonio County

2021 - 2022 (1 year)

Pnc Investments

2017 - 2021 (4 years)

Bbva Wealth Solutions Inc

2016 - 2021 (5 years)

Bbva Securities Inc

2016 - 2021 (5 years)

Bbva Compass Insurance Agency, Inc

2016 - 2021 (5 years)

Compass Bank

2013 - 2016 (3 years)

Sagepoint Financial

*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 Lolla Long 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

Erik Waldron
Mason, OH
James Kastner
Vernon Hills, IL
James Dempsey
San Diego, CA
Gary Friedman
San Diego, CA
Emilie Gay
Appleton, WI
Michael Galvin
Quincy, MA
Teresa Brock
San Diego, CA
Carolyn Wilson
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 profile-compliance@smartasset.com.

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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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