Mark
Hoaglin

Cuso Financial Services, L.P

CRD#2699114
Investment Advisor
in San Diego, CA
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About this Advisor

Mark Hoaglin is a certified financial planner located in San Diego, California. Currently a registered investment advisor with Cuso Financial Services, L.P, they have accumulated 10 years of experience as a financial advisor. Hoaglin has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hoaglin is registered to operate in California. The advisor has gained experience at Cuso Financial Services, Lp, Patelco Credit Union and Native Son Ventures. Cuso Financial Services, L.P is headquartered in San Diego, California, and has 927 other offices in the nation. In total, Cuso Financial Services, L.P manages $2 billion in assets throughout 12,288 accounts and employs more than 695 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 1,268 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

10150 Meanley Drive, 1St Floor
San Diego, CA 92131

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$1,864,920,090

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

695

CA Average: 43
Total Number of Accounts

12,288

CA Average: 3,727
Average Account Size

$151,768

CA Average: $2,033,427

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Investment Advisory Services

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

Mark Hoaglin Work History

Mark has 10 years of experience.

2009 - Present (10 years)

Cuso Financial Services, Lp

2009 - 2014 (5 years)

Patelco Credit Union

2008 - 2009 (1 years)

Native Son Ventures

Disclosures

Mark Hoaglin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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