John
Alvarez
Cuso Financial Services, L.P
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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
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
John Alvarez Work History
John has been registered as a financial advisor for 3 years.*
Cuso Financial Services, L.P
Pruco Securities, LLC
Wells Fargo Clearing Services, LLC
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.
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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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