Peter
Lynch
Cuso Financial Services, L.P
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About this Advisor
Peter Lynch is a financial advisor operating out of Austin, Texas with 2 years of relevant experience. Lynch is on the advisory team at Cuso Financial Services, L.P. Their career trajectory has included roles at Bbva Compass Investment Solutions, Inc, Compass Bank, Bbva Securities Inc, Cuso Financial Services, Lp, University Federal Credit Union, Bbva Compass Insurance Agency, Inc and Bbva Wealth Solutions Inc. Lynch holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in San Diego, CA. The investment advisory business has offices in 977 locations and a total of 803 advisors. It handles $4 billion in assets under management between its 25,992 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 25,992 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Cuso Financial Services, L.P has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P can consist 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
Peter Lynch Work History
Peter has been registered as a financial advisor for 2 years.*
Cuso Financial Services, Lp
University Federal Credit Union
Bbva Compass Insurance Agency, Inc
Compass Bank
Bbva Wealth Solutions Inc
Bbva Securities Inc
Bbva Compass Investment Solutions, Inc
*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 Peter Lynch 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
Downingtown, PA
Vernon Hills, IL
San Diego, CA
Orange Park, FL
San Diego, CA
Quincy, MA
Riverside, CA
Corvallis, OR
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