Cuso Financial Services, L.P
About this Advisor
Jennifer Gibson is a financial advisor who works in Clemmons, North Carolina, with a total of 10 years of financial industry experience. Gibson currently works for Cuso Financial Services, L.P. During their career, Gibson has held roles at Allegacy Federal Credit Union, Cuso Financial Services, Lp, American Express and Wells Fargo. Gibson has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in North Carolina. Cuso Financial Services, L.P is an advisory company that has its headquarters in Clemmons, North Carolina. The investment advisory business has offices in 927 locations and a total of 726 employees. It administers $3 billion in total assets across its 18,783 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 18,783 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Cuso Financial Services, L.P most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jennifer Gibson Work History
Jennifer has 10 years of experience.
Allegacy Federal Credit Union
Cuso Financial Services, Lp
Jennifer Gibson has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
Falls Church, VA
San Diego, CA
Colorado Springs, CO
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