Cuso Financial Services, L.P
About this Advisor
Mitch Hamilton is a financial advisor based in Seattle, Washington, who has been in the financial industry for 11 years. Hamilton is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A and Cuso Financial Services, Lp. Hamilton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in Seattle, Washington. The company has offices in 929 locations and a total of 656 advisors. It handles $4 billion in assets across its 24,999 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 24,999 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on the type of services. However, fee types charged by Cuso Financial Services, L.P likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cuso Financial Services, L.P Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mitch Hamilton Work History
Mitch has 11 years of experience.
Cuso Financial Services, Lp
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Mitch Hamilton has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuso Financial Services, L.P
San Diego, CA
San Diego, CA
San Diego, CA
Saint Petersburg, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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