Maria
Fluker
Cuso Financial Services, L.P
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About this Advisor
Maria Fluker is a financial advisor who works in San Diego, California with 15 years of relevant experience. Fluker is on the advisory team at Cuso Financial Services, L.P. They have spent the entirety of their time as a financial advisor at Cuso Financial Services, L.p. Fluker has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It handles $4 billion in assets under management among its 25,992 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. The company has a number 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 largely vary depending on the services. However, fee types charged by Cuso Financial Services, L.P may include some combination 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
Maria Fluker Work History
Maria has been registered as a financial advisor for 15 years.*
Cuso Financial Services, Lp
*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 Maria Fluker 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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