Gregory
Girdis
Cuso Financial Services, L.P
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About this Advisor
Gregory Girdis is a financial advisor based out of Winston Salem, North Carolina with a total of 1 year of relevant experience. Girdis is on the advisory team at Cuso Financial Services, L.P. Girdis has gained experience at Linden Thomas / Wells Fargo Advisor, Merrill Lynch, Pierce, Fenner & Smith, Inc, Lpl Financial LLC, Wells Fargo Clearing Services, Harvest Asset Management, Cuso Financial Services, Lp, Allegacy Federal Credit Union, Harvest Asset Mgmt and Pnc Financial. Girdis holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. Cuso Financial Services, L.P is a registered investment firm based in San Diego, CA. It 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, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of financial services provided. Fees charged by Cuso Financial Services, L.P likely are comprised of some 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
$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
Gregory Girdis Work History
Gregory has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Allegacy Federal Credit Union
Wells Fargo Clearing Services
Lpl Financial LLC
Lpl Financial LLC
Harvest Asset Management
Linden Thomas / Wells Fargo Advisor
Merrill Lynch, Pierce, Fenner & Smith, Inc
Harvest Asset Mgmt
Pnc Financial
*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 Gregory Girdis 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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