Joseph
Capone
Cuso Financial Services, L.P
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About this Advisor
Joseph Capone is a financial advisor based in Tampa, Florida, working with Cuso Financial Services, L.P. Joseph has previously held positions at Florida Financial Advisors, Grow Financial, Panzone's Italian Restaurant, Hotel Lbi, Southern Regional School District, Ciborowski Construction, University of Tampa, Trinity Wealth Securities, LLC, Cuso Financial Services, L.P, and Grow Financial Federal Credit Union. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Joseph is part of Cuso Financial Services, L.P, which operates out of Tampa, Florida. 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
Joseph Capone Work History
Cuso Financial Services, Lp
Grow Financial Federal Credit Union
Florida Financial Advisors
Trinity Wealth Securities, LLC
Grow Financial
University Of Tampa
Panzone'S Italian Restaurant
University Of Tampa
Hotel Lbi
University Of Tampa
Ciborowski Construction
University Of Tampa
Souther Regional School District
Disclosures
Please visit the SEC profile of Joseph Capone 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
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Jacksonville, FL
Winston Salem, NC
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Saint George, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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