Sandra
Dechastain

Cuso Financial Services, L.P

CRD#1422981
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

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

$1,925,370,981

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

703

CA Average: 43
Total Number of Accounts

11,991

CA Average: 3,727
Average Account Size

$160,568

CA Average: $2,033,427

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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.

2008 - Present (11 years)

Cuso Financial Services, Lp

Disclosures

Sandra Dechastain has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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