Cuso Financial Services, L.P
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
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
Teresa Folkins Work History
Teresa has 10 years of experience.
Teresa Folkins 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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