John
Alvarez

Cuso Financial Services, L.P

CRD#6737014
Investment Advisor
in Matthews, NC

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About this Advisor

John Alvarez is a financial advisor working out of Matthews, North Carolina with 3 years of relevant experience. Alvarez works at Cuso Financial Services, L.P. Over the course of their career, Alvarez has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Pruco Securities, LLC and Cuso Financial Services, L.P. Alvarez maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Cuso Financial Services, L.P is an advisory company based in San Diego, CA. The firm has offices in 977 locations and a total of 803 people on staff. It has $4 billion in assets under management among its 25,992 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Cuso Financial Services, L.P offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on which services are provided. Fees charged by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

435 N Trade
Matthews, NC 28105

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

NC Average: $7,578,581,321
Total Number of Employees

803

NC Average: 43
Total Number of Accounts

25,992

NC Average: 3,727
Average Account Size

$157,079

NC Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Alvarez Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cuso Financial Services, L.P

2018 - 2020 (2 years)

Pruco Securities, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2012 - 2018 (6 years)

Wells Fargo Bank Na

*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 John Alvarez 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

Kelly Rhine
San Diego, CA
David Kimura
San Diego, CA
Ross Kumasaki
Honolulu, HI
Ricky Hoskins
San Diego, CA
Carolyn Wilson
San Diego, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Jonathon Allen
Anaheim, 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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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.

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