Cuso Financial Services, L.P

Investment Advisor
in San Diego, CA

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About this Advisor

Ricky Hoskins is a financial advisor working in San Diego, California, with 5 years of relevant experience. Hoskins currently works for Cuso Financial Services, L.P. Over the course of their career, Hoskins has held roles at Edward Jones, Veterans United Home Loans, Hsbc Securities (Usa) Inc, Cuso Financial Services, Lp and Sorrento Pacific Financial, LLC. Hoskins maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Cuso Financial Services, L.P is an advisory firm that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in assets across its 25,992 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services are offered. However, fees billed by Cuso Financial Services, L.P most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 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

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 been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Cuso Financial Services, Lp

2018 - Present (5 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

*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.


Please visit the SEC profile of Ricky Hoskins 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

Leonard Cannon
Groton, MA
Peter Simpson
Ayer, MA
Kelly Rhine
San Diego, CA
Joseph Herron
Lansdale, PA
Andrew Borders
Thorndale, PA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Teresa Brock
San Diego, 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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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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