Cuso Financial Services, L.P
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About this Advisor
Sandra Dechastain is a certified financial planner based in San Diego, California, with a total of 10 years of experience as a financial advisor. Dechastain is on the advisory team at Cuso Financial Services, L.P. They have spent all of their career at Cuso Financial Services, L.p. Dechastain has Series 63 and Series 65 licenses, designating 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 business that has its headquarters in San Diego, California. It has offices in 927 locations and a total of 695 employees. It oversees $2 billion in total assets across its 12,288 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 12,288 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on the services. However, fees billed by Cuso Financial Services, L.P most likely consist 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
- Selection of other advisers
Sandra Dechastain Work History
Sandra has 10 years of experience.
Cuso Financial Services, Lp
Sandra Dechastain has no disclosures.
Please visit their SEC profile for more details.