Maria Jean Fluker

Cuso Financial Services, L.P.

31 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Cuso Financial Services, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

23,170 clients

Average Client Portfolio

$232K average

Assets Under Management

$5.4B

Fee Structure

Minimum Investment:$2K

Financial Planning:Investment management only

Location

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cuso Financial Services, L.P.

March 2008 - Present · 17 yrs 11 mos

Cuso Financial Services, L.P.Broker

September 2004 - Present · 21 yrs 5 mos

Previous Registrations

Linsco/private Ledger CORP.Broker

April 2002 - September 2004 · 2 yrs 5 mos

TD Waterhouse Investor Services, INC.Broker

June 1998 - March 2002 · 3 yrs 9 mos

Jack White & Company, INC.Broker

May 1996 - June 1998 · 2 yrs 1 mo

Vanguard CapitalBroker

August 1994 - April 1996 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.