Belinda
White
Cuso Financial Services, L.P
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About this Advisor
Belinda White is a financial advisor working in Corvallis, Oregon with 4 years of relevant experience. White is an advisor for Cuso Financial Services, L.P. Their career trajectory has included roles at Oregon State Credit Union, Cuso Financial Services, Lp, Norhwest Community Credit Union, Biolife Plasma Services, Frito Lay Pepsico, Western Washington University and Grays Harbor Community College. White has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Cuso Financial Services, L.P is an advisory company headquartered in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It controls $4 billion in assets between its 25,992 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets. Cuso Financial Services, L.P has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, fees billed by Cuso Financial Services, L.P most likely are comprised of any combination 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
Belinda White Work History
Belinda has been registered as a financial advisor for 4 years.*
Oregon State Credit Union
Cuso Financial Services, Lp
Norhwest Community Credit Union
Oregon State Credit Union
Biolife Plasma Services
Western Washington University
Frito Lay Pepsico
Grays Harbor Community College
*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 Belinda White 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
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Quincy, MA
Lansdale, PA
Vernon Hills, IL
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