Venkatesh
Kurvari

Cuso Financial Services, L.P

CRD#5825593
Investment Advisor
in Frisco, TX

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9151 Warren Parkway
Frisco, TX 75035

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$3,330,268,306

TX Average: $7,578,581,321
Total Number of Employees

726

TX Average: 43
Total Number of Accounts

18,783

TX Average: 3,727
Average Account Size

$177,302

TX Average: $2,033,427

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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.

2018 - Present (4 years)

Cuso Financial Services, Lp

2018 - 2019 (1 year)

Intouch Credit Union

2010 - 2018 (8 years)

Pruco Securities, LLC

2010 - 2018 (8 years)

The Prudential Insurance Company Of America

Disclosures

Venkatesh Kurvari has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Steven Hefele
Whitehall, PA
Tonya Harper
Aurora, CO
Anthony Coletti
Fitchburg, MA
Robert Horowitz
San Diego, CA
Susan Mauri
San Diego, CA
Jennifer Hope
San Diego, CA
Paul Vandenbrook
Chula Vista, CA
James Lowe
Florence, AZ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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