Cuso Financial Services, L.P
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About this Advisor
Aman Awan is a certified financial planner working out of Canton, Michigan with a total of 9 years of industry experience. Awan is an advisor for Cuso Financial Services, L.P. Over the course of their career, they have held roles at Fifth Third Securities, Dfcu Financial and Cuso Financial Services, Lp. Awan has a Series 63 license, qualifying them as a securities agent, and is approved to work in Michigan. 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 advisors. It controls $4 billion in assets under management among its 25,992 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 25,992 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the type of services. However, fees billed by Cuso Financial Services, L.P can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Aman Awan Work History
Aman has been registered as a financial advisor for 9 years.*
Cuso Financial Services, Lp
Fifth Third Securities
*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.
Please visit the SEC profile of Aman Awan 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
San Diego, CA
Los Angeles, CA
San Diego, CA
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.