Cuso Financial Services, L.P
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About this Advisor
Kyle Fitzgerald is a financial advisor based out of West Valley City, Utah. Fitzgerald is currently employed by Cuso Financial Services, L.P. During their career, Fitzgerald has held roles at Fidelity Brokerage Services LLC, Clearlink, Vivint, Inc, Securitymetrics and Cuso Financial Services, Lp. Fitzgerald has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in Utah. Cuso Financial Services, L.P is a firm based out of San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It controls $4 billion in assets across its 25,992 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 25,992 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on the type of services. However, fees charged by Cuso Financial Services, L.P can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cuso Financial Services, L.P Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kyle Fitzgerald Work History
Kyle has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Fidelity Brokerage Services LLC
*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.
Please visit the SEC profile of Kyle Fitzgerald 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
Los Angeles, CA
San Diego, CA
San Diego, CA
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