Cuso Financial Services, L.P
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About this Advisor
Nicholas Manley is a financial advisor working in Springfield, Oregon who has 7 years of relevant experience. Manley is currently employed by Cuso Financial Services, L.P. They have worked at Cuso Financial Services, L.p for the entirety of their career. Manley holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Cuso Financial Services, L.P is an advisory business that has its headquarters in San Diego, CA. It has offices in 977 locations and a total of 803 advisors. It manages $4 billion in total assets across its 25,992 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The firm performs 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 vary depending on which services the firm provides the client. Fees charged by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicholas Manley Work History
Nicholas has been registered as a financial advisor for 7 years.*
Selco Community Cu & Cuso Financial Services, Lp
*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.
Please visit the SEC profile of Nicholas Manley 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
Los Angeles, CA
San Diego, CA
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