David
Bailey

Cuso Financial Services, L.P

CRD#4175828
Investment Advisor
in Cincinnati, OH

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About this Advisor

David Bailey is a financial advisor working out of Cincinnati, Ohio, with a total of 10 years of experience as a financial advisor. Bailey is currently employed by Cuso Financial Services, L.P. Throughout their career, they have worked at Pnc Bank, Pnc Investments, Scottrade, Fifth Third, Fifth Third Securities, Lpl Financial LLC, Cuso Financial Services, Lp, Cinfed Federal Credit Union and Telhio Credit Union. Bailey maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Cuso Financial Services, L.P is a registered investment company that has its headquarters in Cincinnati, Ohio. The firm has offices in 929 locations and a total of 656 advisors. It handles $4 billion in assets between its 24,999 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves seven charities and foundations. Of its 24,999 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees depend on which service is provided. Fees charged by Cuso Financial Services, L.P may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

4801 Kennedy Avenue
Cincinnati, OH 45209

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

OH Average: 43
Total Number of Accounts

24,999

OH Average: 3,727
Average Account Size

$175,389

OH Average: $2,033,427

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Investment Advisory Services

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

David Bailey Work History

David has 10 years of experience.

2021 - Present (1 year)

Cuso Financial Services, Lp

2021 - Present (1 year)

Cinfed Federal Credit Union

2020 - 2021 (1 year)

Lpl Financial LLC

2020 - 2021 (1 year)

Telhio Credit Union

2018 - 2020 (2 years)

Fifth Third

2018 - 2020 (2 years)

Fifth Third Securities

2014 - 2018 (4 years)

Scottrade

2012 - 2014 (2 years)

Pnc Bank

2012 - 2014 (2 years)

Pnc Investments

Disclosures

David Bailey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Wayne Bellinger
Englewood, CO
Ricky Hoskins
San Diego, CA
Nicholas Larsen
West Valley City, UT
Russell Gochneaur
Vancouver, WA
Evan Newton
North Las Vegas, NV
David Bailey
Cincinnati, OH
Mark Kilbride
Destin, FL
Ronald Barnette
Hood River, OR

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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