Victor
Johnson
Cuso Financial Services, L.P
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About this Advisor
Victor Johnson is a financial advisor working in Austin, Texas with 6 years of industry experience. Johnson is an employee of Cuso Financial Services, L.P. Their career trajectory has included roles at Cornerstone Financial Parterner, LTD, Mtl Equity Products, Inc, First Heartland Capital Inc, Velocity Credit Union and Cuso Financial Services, Lp. Johnson holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Cuso Financial Services, L.P is an advisory firm 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 total assets across its 25,992 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 13 charities and foundations. Of its 25,992 client accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The business offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P likely include any combination 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
Victor Johnson Work History
Victor has been registered as a financial advisor for 6 years.*
Velocity Credit Union
Cuso Financial Services, Lp
First Heartland Capital Inc
Cornerstone Financial Parterner, LTD
Mtl Equity Products, 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 Victor Johnson 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
San Diego, CA
Orange Park, FL
San Diego, CA
Riverside, CA
Los Angeles, CA
Quincy, MA
San Diego, CA
Corvallis, OR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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