James
Daisey
Cuso Financial Services, L.P
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About this Advisor
James Daisey is a financial advisor based out of San Diego, California, who has 3 years of relevant experience. Daisey is on the advisory team at Cuso Financial Services, L.P. Over the course of their career, they have held roles at Wells Fargo, Citizens Bank, Cco Investment Services, Citizens Securities Inc, Citizens Securities, Inc, Cuso Financial Services, Lp and Workers Credit Union. Daisey has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Massachusetts. Cuso Financial Services, L.P is a registered investment company that has its headquarters in San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in assets among its 25,992 accounts, making it one of the biggest investment 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 clients who have at least $1 million in investable assets. Cuso Financial Services, L.P provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which service is provided. Fees charged by Cuso Financial Services, L.P most likely are comprised 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
James Daisey Work History
James has been registered as a financial advisor for 3 years.*
Cuso Financial Services, Lp
Workers Credit Union
Citizens Securities, Inc
Citizens Bank
Citizens Bank
Citizens Securities Inc
Citizens Bank
Wells Fargo
Citizens Bank
Cco Investment Services
*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 James Daisey 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
Mason, OH
Appleton, WI
Downingtown, PA
San Diego, CA
Corvallis, OR
Quincy, MA
Anaheim, CA
San Diego, 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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