Andrew
Borders

Cuso Financial Services, L.P

CRD#5699023
Investment Advisor
in Thorndale, PA

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About this Advisor

Andrew Borders is a certified financial planner operating in Thorndale, Pennsylvania who has 10 years of industry experience. Borders is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at Citadel Federal Credit Union and Cuso Financial Services, Lp. Borders has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Cuso Financial Services, L.P is a business based out of San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 people on staff. It administers $4 billion in assets under management among its 25,992 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 25,992 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on the type of financial services offered. Fees charged by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

40 North Bailey Road
Thorndale, PA 19372

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,082,797,608

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

803

PA Average: 43
Total Number of Accounts

25,992

PA Average: 3,727
Average Account Size

$157,079

PA Average: $2,033,427

Investment Advisory Services

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

Andrew Borders Work History

Andrew has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Citadel Federal Credit Union

2013 - Present (11 years)

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.

Disclosures

Please visit the SEC profile of Andrew Borders 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

Ruthanne Monteleone
Downingtown, PA
David Kimura
San Diego, CA
Kelly Rhine
San Diego, CA
John Lunney
Orange Park, FL
James Dempsey
San Diego, CA
Michael Galvin
Quincy, MA
Jonathon Allen
Anaheim, CA
Ricky Hoskins
San Diego, CA

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.

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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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