CUSO Financial Services

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CUSO Financial Services — overview

About

CUSO Financial Services was a US-based wealth manager and registered investment adviser. It provided investment advisory services to its clients on both a discretionary and non-discretionary basis. Its services included financial planning, portfolio management, and asset management. The firm advised individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, corporations, and other business entities. CUSO Financial Services was acquired by LPL Financial in October 1, 2024.

CUSO Financial Services - known decision makers (61)

Position	Location	Asset Class
Board of Director, Board Member	Boston, US	GEN
Board of Director, Board Member	Boston, US	GEN
CFS Financial Advisor	San Diego, US	GEN
Managing Director & Chief Executive Officer	Boston, US	GEN
Compliance/Legal	San Diego, US	RE

Showing 5 of 61 known decision makers CUSO Financial Services

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