Daniel
Duffy
Cuso Financial Services, L.P
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About this Advisor
Daniel Duffy is a financial advisor based out of Las Vegas, Nevada who has 2 years of industry experience. Duffy currently works for Cuso Financial Services, L.P. Throughout their career, they have worked at State Farm, One Nevada Credit Union, Cuso Financial Services, Lp and Calvary Chapel. Duffy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Cuso Financial Services, L.P is a financial advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It handles $4 billion in assets under management among its 25,992 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Cuso Financial Services, L.P provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually vary depending on which service is provided. However, fee types charged by Cuso Financial Services, L.P may include any blend 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,082,797,608
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
803
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
25,992
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Duffy Work History
Daniel has been registered as a financial advisor for 2 years.*
Cuso Financial Services, Lp
One Nevada Credit Union
State Farm
Calvary Chapel
One Nevada Credit Union
Cuso Financial Services, Lp
*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 Daniel Duffy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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