Robert
Garcia
Cuso Financial Services, L.P
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About this Advisor
Robert Garcia is a financial advisor who works in Tustin, California. Garcia is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at United States Navy, J.P. Morgan Securities LLC, Wescom Financial Services, LLC and Cuso Financial Services, Lp. Garcia maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Cuso Financial Services, L.P is a registered investment company headquartered in San Diego, CA. The company has offices in 977 locations and a total of 803 advisors. It administers $4 billion in assets under management among its 25,992 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cuso Financial Services, L.P offers 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 usually are based on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P most likely are comprised 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
Robert Garcia Work History
Robert has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Wescom Financial Services, LLC
United States Navy
J.P. Morgan Securities LLC
*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 Robert Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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