Ricky
Hoskins
Cuso Financial Services, L.P
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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
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
Ricky Hoskins Work History
Ricky has been registered as a financial advisor for 5 years.*
Cuso Financial Services, Lp
Sorrento Pacific Financial, LLC
Edward Jones
Hsbc Securities (Usa) Inc
Edward Jones
Edward Jones
Edward Jones
Veterans United Home Loans
Edward Jones
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.
Disclosures
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
Groton, MA
Ayer, MA
San Diego, CA
Lansdale, PA
Thorndale, PA
Quincy, MA
Corvallis, OR
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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