Christopher
Pagan
Cuso Financial Services, L.P
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About this Advisor
Christopher Pagan is a financial advisor based in Colorado Springs, Colorado, working with Cuso Financial Services, L.P. Christopher has previously held positions at Usaa Financial Advisors Inc, Usaa Financial Planning Services Insurance Agency, Allstate, Martin Insurance Group, Summit Property Management, Usaa Financial Planning Services, Usaa Investment Management Company, Charles Schwab & Co., Inc, Cuso Financial Services, L.P, and Ent Credit Union. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Christopher is part of Cuso Financial Services, L.P, which operates out of Colorado Springs, Colorado. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christopher Pagan Work History
Cuso Financial Sevices, Lp
Ent Credit Union
Charles Schwab & Co., Inc
Usaa Investment Management Company
Usaa Financial Advisors Inc
Usaa Finanical Planning Services
Usaa Financial Planning Services Insurance Agency
Allstate
Martin Insurance Group
Summit Property Management
Disclosures
Please visit the SEC profile of Christopher Pagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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