Leslie
Keng
Cuso Financial Services, L.P
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About this Advisor
Leslie Keng is a financial advisor based in San Antonio, Texas, working with Cuso Financial Services, L.P. Leslie has previously held positions at Usaa Financial Advisors, Inc, Reveille Lift Inspections, LLC, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Cuso Financial Services, L.P, Usaa Financial Planning Services, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Leslie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Leslie is part of Cuso Financial Services, L.P, which operates out of San Antonio, Texas. The firm has 900 offices and 833 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cuso Financial Services, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,664,869,848
833
26,968
$172,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leslie Keng Work History
Cuso Financial Services, Lp
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Reveille Lift Inspections, LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Disclosures
Please visit the SEC profile of Leslie Keng 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 6/19/2024. 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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