Douglas
Mayo
Cuso Financial Services, L.P
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About this Advisor
Douglas Mayo is a financial advisor based in Round Rock, Texas who has 11 years of relevant experience. Mayo is currently employed by Cuso Financial Services, L.P. Over the course of their career, they have held roles at University Federal Credit Union and Cuso Financial Services, Lp. Mayo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Cuso Financial Services, L.P is a financial advisory business headquartered in San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets under management across its 25,992 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cuso Financial Services, L.P 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. Fees charged by financial advisors usually are based on which services are offered. Fees charged by Cuso Financial Services, L.P most likely include 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
Douglas Mayo Work History
Douglas has been registered as a financial advisor for 11 years.*
University Federal Credit Union
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 Douglas Mayo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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