Richard
Shively
Cuso Financial Services, L.P
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Shively is a financial advisor who works in West Chester, Ohio who has 1 year of industry experience. Shively is an advisor for Cuso Financial Services, L.P. During their career, Shively has held roles at Pnc Investments, Pnc Bank, Raymond James Financial Services, Inc, First Financial Bank, N.A, Raymond James Financial Services Advisors Inc, First Financial Wealth Management, Equitable Advisors LLC and Cuso Financial Services, Lp. Shively has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Cuso Financial Services, L.P is a registered investment business operating out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 financial advisors. It manages $4 billion in assets between its 25,992 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 25,992 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. Cuso Financial Services, L.P provides 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 management fees usually are based on which services are offered. However, fees billed by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Richard Shively Work History
Richard has been registered as a financial advisor for 1 years.*
Cuso Financial Services, Lp
Equitable Advisors LLC
First Financial Wealth Management
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
First Financial Bank, N.A
Pnc Investments
Pnc Bank
*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 Richard Shively 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
San Diego, CA
Mason, OH
Downingtown, PA
San Diego, CA
Riverside, CA
Quincy, MA
Anaheim, CA
Corvallis, OR
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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
