Waleed
Khan
Cuso Financial Services, L.P
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About this Advisor
Waleed Khan is a financial advisor operating out of San Antonio, Texas, with a total of 2 years of relevant experience. Khan is an employee of Cuso Financial Services, L.P. During their career, Khan has held roles at Jpmorgan Securities LLC, Jpmorgan Chase Bank, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Navy Federal Brokerage Services, LLC, Navy Federal Financial Group, LLC, Bbva Usa, Bbva Securities Inc, Bbva Insurance Agency Inc, Bbva Wealth Solutions, Inc, Generations Community Federal Credit Union and Cuso Financial Services, Lp. Khan maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas. Cuso Financial Services, L.P is a financial advisory company headquartered in San Diego, CA. The company has offices in 977 locations and a total of 803 advisors. It has $4 billion in total assets among its 25,992 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 13 charitable organizations. Of its 25,992 client accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cuso Financial Services, L.P performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of services. However, fee types charged by Cuso Financial Services, L.P can include 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
Waleed Khan Work History
Waleed has been registered as a financial advisor for 2 years.*
Generations Community Federal Credit Union
Cuso Financial Services, Lp
Bbva Usa
Bbva Securities Inc
Bbva Insurance Agency Inc
Bbva Wealth Solutions, Inc
Navy Federal Brokerage Services, LLC
Morgan Stanley Private Bank, N.A
Navy Federal Brokerage Services, LLC
Navy Federal Financial Group, LLC
Morgan Stanley Smith Barney LLC
Jpmorgan Securities LLC
Jpmorgan Chase Bank
*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 Waleed Khan 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
Vernon Hills, IL
Vernon Hills, IL
San Diego, CA
Lansdale, PA
Stroudsburg, PA
Quincy, MA
San Diego, CA
San Diego, CA
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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