Cuso Financial Services, L.P
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About this Advisor
Shawn Hayes is a financial advisor working in San Diego, California, who has 12 years in the industry. Hayes is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Aaa Moving & Storage, Valic Financial Advisors, Unishippers, Village Crossing, Planet Subaru, Denali Federal Credit Union and Cuso Financial Services, Lp. Hayes has Series 66 and Series 63 licenses, qualifying them as a securities broker, and can work in Alaska. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, California. It has offices in 927 locations and a total of 695 people on staff. It manages $2 billion in assets under management between its 12,288 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 12,288 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which services the firm provides the client. Fee types charged by Cuso Financial Services, L.P may include 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
Shawn Hayes Work History
Shawn has 12 years of experience.
Cuso Financial Services, Lp
Denali Federal Credit Union
Valic Financial Advisors
Aaa Moving & Storage
Shawn Hayes has no disclosures.
Please visit their SEC profile for more details.