Dylan
Ricord
Cuso Financial Services, L.P
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About this Advisor
Dylan Ricord is a financial advisor based in West Valley City, Utah, working with Cuso Financial Services, L.P. Dylan has previously held positions at Fidelity Investments, Deseret First Credit Union, The Church Of Jesus Christ Of Latter-Day Saints, Airborne Sports LLC, Pebblebrook Golf Course/Schneiter Golf, LLC, Canyons School District, Salt Lake County Parks And Recreation/Dimple Dell Recreation, Indian Hills Middle School, Alta High School, Utah Valley University, Ensign College, Salt Lake Community College, and Cuso Financial Services, L.P. Dylan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Dylan is part of Cuso Financial Services, L.P, which operates out of West Valley City, Utah. 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
Dylan Ricord Work History
Cuso Financial Services, Lp
Fidelity Investments
Ensign College
Deseret First Credit Union
Utah Valley University
The Church Of Jesus Christ Of Latter-Day Saints
Airborne Sports LLC
Salt Lake County Parks And Recreation/Dimple Dell Recreation
Pebblebrook Golf Course/Schneiter Golf, LLC
Salt Lake Community College
Canyons School District
Canyons School District
Alta High School
Indian Hills Middle School
Disclosures
Please visit the SEC profile of Dylan Ricord 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
Wilbraham, MA
Ann Arbor, MI
Anaheim, CA
Vancouver, WA
Lunenburg, MA
Vancouver, WA
Dearborn, MI
Saint George, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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