John
Alvarez
Cuso Financial Services, L.P
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About this Advisor
John Alvarez is a financial advisor based in Matthews, North Carolina, working with Cuso Financial Services, L.P. John has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, Pruco Securities, LLC, and Cuso Financial Services, L.P. John has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, John is part of Cuso Financial Services, L.P, which operates out of Matthews, North Carolina. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Alvarez Work History
Cuso Financial Services, L.P
Pruco Securities, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
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.
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