Tamara
Batten
Cuso Financial Services, L.P
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About this Advisor
Tamara Batten is a financial advisor based in League City, Texas, working with Cuso Financial Services, L.P. Tamara has previously held positions at Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Best Buy, Cuso Financial Services, Lp, and University Federal Credit Union. Tamara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Tamara is part of Cuso Financial Services, L.P, which operates out of League City, 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
Tamara Batten Work History
Cuso Financial Services, Lp
University Federal Credit Union
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Best Buy
Disclosures
Please visit the SEC profile of Tamara Batten 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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