George
Pennington
Cuso Financial Services, L.P
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About this Advisor
George Pennington is a financial advisor based out of Colorado Springs, Colorado who has 1 year of relevant experience. Pennington works at Cuso Financial Services, L.P. During their career, the advisor has held roles at Bella Panini, Staples, Aig Ireland/Abrivia, Ef Education First, City Of Colorado Springs - Stormwater/Add Staff, Fsma International, Raymond James & Associates, Inc, University Of Colorado At Colorado Springs, Ent Credit Union and Cuso Financial Services, Lp. Pennington maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Cuso Financial Services, L.P is a registered investment firm based out of San Diego, CA. The firm has offices in 977 locations and a total of 803 advisors. It manages $4 billion in assets under management between its 25,992 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 25,992 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which service is provided. However, fee types billed by Cuso Financial Services, L.P likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
George Pennington Work History
George has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Ent Credit Union
Ent Credit Union
Raymond James & Associates, Inc
City Of Colorado Springs - Stormwater/Add Staff
Fsma International
Aig Ireland/Abrivia
Ef Education First
Staples
University Of Colorado At Colorado Springs
Bella Panini
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of George Pennington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
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Downingtown, PA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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