Troy
Strong

Cuso Financial Services, L.P

CRD#5847189
Investment Advisor
in Austell, GA

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About this Advisor

Troy Strong is a financial advisor operating out of Austell, Georgia, with 12 years in the industry. Strong works at Cuso Financial Services, L.P. Their career trajectory has included roles at Edward Jones, Cuso Financial Services, Lp and Lge Community Credit Union. Strong holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Cuso Financial Services, L.P is an advisory company headquartered in Austell, Georgia. The company has offices in 929 locations and a total of 656 employees. It administers $4 billion in assets between its 24,999 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 24,999 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cuso Financial Services, L.P provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services are provided. However, fees billed by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2760 East West Connector Sw
Austell, GA 30106

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

GA Average: $7,578,581,321
Total Number of Employees

656

GA Average: 43
Total Number of Accounts

24,999

GA Average: 3,727
Average Account Size

$175,389

GA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Troy Strong Work History

Troy has 12 years of experience.

2019 - Present (3 years)

Cuso Financial Services,Lp

2019 - Present (3 years)

Lge Community Credit Union

2010 - 2019 (9 years)

Edward Jones

Disclosures

Troy Strong has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Logan Lepe
San Diego, CA
Aman Awan
Canton, MI
James Yocom
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Steven Liang
Gardena, CA
John Herrera
Glendale, CA
David Jones
San Diego, CA
Brian Rumbles
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 04/01/2022 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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