Mohammed
Ayala
Cuso Financial Services, L.P
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About this Advisor
Mohammed Ayala is a financial advisor operating out of Long Beach, California with 1 year of relevant experience. Ayala is an employee of Cuso Financial Services, L.P. Throughout their career, they have worked at Kali Botanical, Merrill Lynch, Pierce, Fenner & Smith, Inc, Cuso Financial Services, Lp, Bank Of America, N.A, Southland Credit Union, Lpl Financial LLC and U.S. Bancorp Investments, Inc. Ayala has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Cuso Financial Services, L.P is a financial advisory business headquartered in San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets between its 25,992 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The business has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on the financial services. Fees charged by Cuso Financial Services, L.P most likely consist of some blend 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
Mohammed Ayala Work History
Mohammed has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
U.S. Bancorp Investments, Inc
Southland Credit Union
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Kali Botanical
*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 Mohammed Ayala 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
San Diego, CA
Appleton, WI
San Diego, CA
Los Angeles, CA
Mason, OH
Quincy, MA
Corvallis, OR
Anaheim, 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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