Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA

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About this Advisor

Ricky Hoskins is a financial advisor operating in San Diego, California, who has 10 years of work experience. Hoskins is currently employed by Cuso Financial Services, L.P. Throughout their career, Hoskins has worked at Edward Jones, Veterans United Home Loans, Boone County National Bank, Hsbc Securities (Usa) Inc, Cuso Financial Services, Lp and Sorrento Pacific Financial, LLC. Hoskins maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Cuso Financial Services, L.P is a company operating in San Diego, California. The firm has offices in 929 locations and a total of 656 advisors. It handles $4 billion in assets across its 24,999 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 24,999 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services the firm provides the client. However, fee types charged by Cuso Financial Services, L.P likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



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


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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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

Ricky Hoskins Work History

Ricky has 10 years of experience.

2018 - Present (4 years)

Cuso Financial Services, Lp

2018 - Present (4 years)

Sorrento Pacific Financial, LLC

2016 - 2018 (2 years)

Edward Jones

2015 - 2016 (1 year)

Hsbc Securities (Usa) Inc

2015 - 2015 (< 1 year)

Edward Jones

2014 - 2014 (< 1 year)

Edward Jones

2014 - 2014 (< 1 year)

Edward Jones

2013 - 2014 (1 year)

Veterans United Home Loans

2013 - 2013 (< 1 year)

Edward Jones

2013 - 2013 (< 1 year)

Veterans United Home Loans

2012 - 2012 (< 1 year)

Boone County National Bank


Ricky Hoskins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Kevin Witmer
Syracuse, NY
Therese Misner
Corvallis, OR
Mark Kilbride
Destin, FL
Nicholas Schaaf
New Port Richey, FL
Brian Rumbles
Saint Petersburg, FL
Ricky Hoskins
San Diego, CA
Aimee Morrison
Newark, OH
Lisa Drahman
San Diego, CA

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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