Andrew
Lawrence
Cuso Financial Services, L.P
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About this Advisor
Andrew Lawrence is a financial advisor working out of Puyallup, Washington with a total of 6 years of relevant experience. Lawrence works at Cuso Financial Services, L.P. Throughout their career, they have worked at Us Bancorp Investments, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Cuso Financial Services, Lp. Lawrence holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Cuso Financial Services, L.P is a firm operating out of San Diego, CA. The company has offices in 977 locations and a total of 803 people on staff. It oversees $4 billion in assets across its 25,992 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cuso Financial Services, L.P provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fees billed by Cuso Financial Services, L.P may 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
Andrew Lawrence Work History
Andrew has been registered as a financial advisor for 6 years.*
Cuso Financial Services, Lp
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Us Bancorp Investments, 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 Andrew Lawrence 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
Orange Park, FL
San Diego, CA
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Los Angeles, CA
Downingtown, PA
Quincy, MA
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Riverside, 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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