Teresa
Folkins

Cuso Financial Services, L.P

CRD#2100994
Investment Advisor
in San Diego, CA

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About this Advisor

Teresa Folkins is a financial advisor operating in San Diego, California, who has been in the industry for 10 years. Folkins is an employee of Cuso Financial Services, L.P. They have been with Cuso Financial Services, L.p for their complete career. Folkins holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in California. Cuso Financial Services, L.P is an advisory business operating in San Diego, California. The firm has offices in 927 locations and a total of 726 people on staff. It oversees $3 billion in total assets between its 18,783 accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 18,783 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Cuso Financial Services, L.P most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$3,330,268,306

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

726

CA Average: 43
Total Number of Accounts

18,783

CA Average: 3,727
Average Account Size

$177,302

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

Teresa Folkins Work History

Teresa has 10 years of experience.

2010 - 2014 (4 years)

Lpl Financial

Disclosures

Teresa Folkins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Jake Buman
Kimberly, WI
David Garres
Erie, PA
Wayne Bellinger
Englewood, CO
Peter Cosentino
Falls Church, VA
Steven Hefele
Whitehall, PA
Mitch Hamilton
Seattle, WA
Logan Lepe
San Diego, CA
Eugene Fistani
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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