Edward
Rubin

Cuso Financial Services, L.P

CRD#4018194
Investment Advisor
in North Bend, OR

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About this Advisor

Edward Rubin is a financial advisor working out of North Bend, Oregon, who has been in the financial industry for 10 years. Rubin currently works for Cuso Financial Services, L.P. The advisor has gained experience at Cuso Financial Services, Lp, Selco Community Credit Union, Patelco Credit Union and First Community Credit Union. Rubin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon. Cuso Financial Services, L.P is a registered investment firm that has its headquarters in North Bend, Oregon. The firm has offices in 929 locations and a total of 656 people on staff. It handles $4 billion in total assets between its 24,999 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 24,999 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which service is provided. However, fee types billed by Cuso Financial Services, L.P may include any blend of 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

Yes

Office Location

2002 Inland Drive
North Bend, OR 97459

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

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

656

OR Average: 43
Total Number of Accounts

24,999

OR Average: 3,727
Average Account Size

$175,389

OR 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

Edward Rubin Work History

Edward has 10 years of experience.

2020 - Present (2 years)

First Community Credit Union

2020 - Present (2 years)

Cuso Financial Services, Lp

2020 - 2020 (< 1 year)

Cuso Financial Services, Lp

2020 - 2020 (< 1 year)

Patelco Credit Union

2012 - 2019 (7 years)

Cuso Financial Services, Lp

2012 - 2019 (7 years)

Selco Community Credit Union

Disclosures

Edward Rubin has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Matthew Knell
San Diego, CA
Aimee Morrison
Newark, OH
Ricky Hoskins
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Kevin Witmer
Syracuse, NY
Ronald Barnette
Hood River, OR
Wayne Bellinger
Englewood, CO
Bruce Joseph
Clyde, OH

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.

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.

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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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