Michael
Westbrook
Cuso Financial Services, L.P
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About this Advisor
Michael Westbrook is a financial advisor working out of Winston Salem, North Carolina with a total of 7 years of relevant experience. Westbrook is on the advisory team at Cuso Financial Services, L.P. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner And Smith Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, American National Bank And Trust, Cuso Financial Services, Lp and Piedmont Advantage Credit Union. Westbrook has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina. Cuso Financial Services, L.P is a registered investment company that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 advisors. It administers $4 billion in assets under management between its 25,992 accounts, placing it among the biggest 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 held by high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely are based on which service is offered. However, fee types billed by Cuso Financial Services, L.P can be comprised of any 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
Michael Westbrook Work History
Michael has been registered as a financial advisor for 7 years.*
Cuso Financial Services, Lp
Piedmont Advantage Credit Union
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
American National Bank And Trust
Merrill Lynch, Pierce, Fenner And Smith Inc
*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 Michael Westbrook 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
Orange Park, FL
San Diego, CA
Honolulu, HI
San Diego, CA
Corvallis, OR
Quincy, MA
Anaheim, CA
San Diego, 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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