Cuso Financial Services, L.P
About this Advisor
Rick Berta is a financial advisor operating out of San Diego, California, who has been in the industry for 10 years. Berta is on the advisory team at Cuso Financial Services, L.P. They have been employed by Cuso Financial Services, L.p for all of their career. Berta maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Cuso Financial Services, L.P is a financial advisory business that has its headquarters in San Diego, California. The firm has offices in 929 locations and a total of 656 financial advisors. It controls $4 billion in assets between its 24,999 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 24,999 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. Cuso Financial Services, L.P has a wide 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 are based on the type of services. Fee types charged by Cuso Financial Services, L.P can be comprised of any blend of 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
- Pension consulting services
- Selection of other advisers
Rick Berta Work History
Rick has 10 years of experience.
Cuso Financial Servcices, Lp
Rick Berta has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
West Valley City, UT
North Las Vegas, NV
Hood River, OR
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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