Zachary
Glover

Cuso Financial Services, L.P

CRD#6946696
Investment Advisor
in San Diego, CA

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About this Advisor

Zachary Glover is a financial advisor who works in San Diego, California, who has 10 years of financial industry experience. Glover works at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Raymond James & Associates, Inc, Wdbj-Tv, Whag/Wdvm-Tv, Kfbb-Tv, Cuso Financial Services, Lp and University Of Kentucky Federal Credit Union. Glover holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Kentucky. Cuso Financial Services, L.P is a company that has its headquarters in San Diego, California. The firm has offices in 927 locations and a total of 726 people on staff. It administers $3 billion in total assets among its 18,783 customer accounts, placing it among the largest firms in the country by assets under management. Of its 18,783 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which service is offered. Fees charged by Cuso Financial Services, L.P most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

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

Zachary Glover Work History

Zachary has 10 years of experience.

2020 - Present (2 years)

University Of Kentucky Federal Credit Union

2019 - Present (3 years)

Cuso Financial Services, Lp

2018 - 2019 (1 year)

Raymond James & Associates, Inc

2014 - 2018 (4 years)

Wdbj-Tv

2012 - 2014 (2 years)

Whag/Wdvm-Tv

2010 - 2012 (2 years)

Kfbb-Tv

Disclosures

Zachary Glover has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Sean Lynch
Somonauk, IL
Rahil Machiwalla
Fremont, CA
John Potter
Boise, ID
Thomas Brunz
Denver, CO
Shannon Mckee
Ann Arbor, MI
Wayne Sellar
Fitchburg, MA
Leonard Ludovico
Belmar, NJ
Richard Champion
San Diego, CA

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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