Cuso Financial Services, L.P
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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
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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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.
Cuso Financial Services, Lp
Patelco Credit Union
Native Son Ventures
Mark Hoaglin has no disclosures.
Please visit their SEC profile for more details.