Cuso Financial Services, L.P
About this Advisor
Venkatesh Kurvari is a financial advisor based in Frisco, Texas. Currently an advisor at Cuso Financial Services, L.P, they have accrued 10 years of professional experience in the financial advisory industry. Kurvari maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Kurvari can work with investors in Texas. During their career, Kurvari has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Cuso Financial Services, Lp and Intouch Credit Union. Cuso Financial Services, L.P is headquartered in Frisco, Texas, and has 927 other locations in the United States. As a company, Cuso Financial Services, L.P manages $3 billion in assets covering 18,783 client accounts and retains more than 726 people. The amount of assets the firm manages makes it one of the largest firms in the country. 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 investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Cuso Financial Services, L.P can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Venkatesh Kurvari Work History
Venkatesh has 10 years of experience.
Cuso Financial Services, Lp
Intouch Credit Union
Pruco Securities, LLC
The Prudential Insurance Company Of America
Venkatesh Kurvari has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
San Diego, CA
Chula Vista, CA
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.