Cuso Financial Services, L.P
About this Advisor
Susan Mauri is a financial advisor working out of San Diego, California, with 10 years of professional experience. Mauri currently works for Cuso Financial Services, L.P. Mauri has gained experience at National Planning Corporation, Independent Financial Group, Sunamerica, Sunamerica Capital Services, Inc, Valic Financial Advisors, Inc and Cuso Financial Services, Lp. Mauri maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Cuso Financial Services, L.P is a business that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 726 employees. It has $3 billion in total assets between its 18,783 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 18,783 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P likely consist of any combination 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
Susan Mauri Work History
Susan has 10 years of experience.
Cuso Financial Services, Lp
Sunamerica Capital Services, Inc
Valic Financial Advisors, Inc
Independent Financial Group
National Planning Corporation
Susan Mauri has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Falls Church, VA
San Diego, CA
Colorado Springs, CO
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