Cuso Financial Services, L.P
About this Advisor
Troy Strong is an investment advisor in Austell, Georgia. Currently an investment advisor at Cuso Financial Services, L.P, Strong has 10 years of work experience. Strong holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Strong is able to act as a financial advisor in Georgia. Their career trajectory has included roles at Edward Jones, Lge Community Credit Union and Cuso Financial Services, Lp. Cuso Financial Services, L.P is headquartered in Austell, Georgia, and has 927 other locations across the United States. As a company, Cuso Financial Services, L.P oversees $3 billion in assets across 18,783 accounts and retains more than 726 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 1,770 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Cuso Financial Services, L.P provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Troy Strong Work History
Troy has 10 years of experience.
Lge Community Credit Union
Cuso Financial Services,Lp
Troy Strong has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
San Diego, CA
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.