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 in Thorndale, Pennsylvania. Currently an investment advisor at Cuso Financial Services, L.P, they have gathered 10 years of work experience as a financial advisor. Borders holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Borders is able to serve clients based out of Pennsylvania. Throughout their career, they have worked at Wells Fargo Advisors LLC, Citadel Federal Credit Union and Cuso Financial Services, Lp. Cuso Financial Services, L.P is based out of Thorndale, Pennsylvania, and operates out of 927 offices in the United States. As a registered advisory firm, Cuso Financial Services, L.P manages $3 billion in assets covering 18,783 accounts and employs more than 726 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 1,770 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Cuso Financial Services, L.P provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

40 North Bailey Road
Thorndale, PA 19372

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

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

726

PA Average: 43
Total Number of Accounts

18,783

PA Average: 3,727
Average Account Size

$177,302

PA Average: $2,033,427

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Investment Advisory Services

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

Andrew Borders Work History

Andrew has 10 years of experience.

2013 - Present (9 years)

Citadel Federal Credit Union

2013 - Present (9 years)

Cuso Financial Services, Lp

2010 - 2013 (3 years)

Wells Fargo Advisors LLC

Disclosures

Andrew Borders has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Aimee Marden
Hadley, MA
Teresa Folkins
San Diego, CA
Johnathan Stackhouse
Columbia, SC
Kurtis Kimura
Honolulu, HI
Steven Hefele
Whitehall, PA
Tonya Harper
Aurora, CO
Michael Lew
San Diego, CA
Leonard Ludovico
Belmar, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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