Anthony
Diffenbaugh
Cuso Financial Services, L.P
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About this Advisor
Anthony Diffenbaugh is a financial advisor operating out of Winston Salem, North Carolina, who has 1 year of relevant experience. Diffenbaugh is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Scottrade, Woodforest National Bank, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Cuso Financial Services, Lp, Allegacy Federal Credit Union and Truist. Diffenbaugh holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to advise clients in North Carolina. Cuso Financial Services, L.P is an advisory company operating out of San Diego, CA. The firm has offices in 977 locations and a total of 803 advisors. It oversees $4 billion in assets under management between its 25,992 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on the type of financial services. Fees billed by Cuso Financial Services, L.P most likely include any combination 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
Anthony Diffenbaugh Work History
Anthony has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Allegacy Federal Credit Union
Truist
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade
Woodforest National Bank
*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 Anthony Diffenbaugh 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
San Diego, CA
San Diego, CA
Riverside, 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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