Michael
Young
Cuso Financial Services, L.P
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About this Advisor
Michael Young is a financial advisor who works in Jacksonville, Florida, who has 6 years of relevant experience. Young is on the advisory team at Cuso Financial Services, L.P. During their career, Young has held roles at Merril Lynch, Pierce, Fenner And Smith, Inc, Outback Steakhouse, Bank Of America, N.A, Lincoln Financial Advisors Corporation, Fidelity Brokerage Services LLC, Community First Credit Union Of Florida and Cuso Financial Services, Lp. Young holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 employees. It administers $4 billion in assets between its 25,992 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 client accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P performs 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Cuso Financial Services, L.P most likely include 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
Michael Young Work History
Michael has been registered as a financial advisor for 6 years.*
Community First Credit Union Of Florida
Cuso Financial Services, Lp
Lincoln Financial Advisors Corporation
Fidelity Brokerage Services LLC
Merril Lynch, Pierce, Fenner And Smith, Inc
Bank Of America, N.A
Outback Steakhouse
*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 Michael Young 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
Los Angeles, CA
Downingtown, PA
Riverside, CA
San Diego, CA
Orange Park, FL
Quincy, MA
Corvallis, OR
Anaheim, CA
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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