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David Joe Valdez

Cuso Financial Services, LP

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About David Joe Valdez

David Valdez is a financial professional registered with Cuso Financial Services, LP. David has been in the financial services industry since 2017. David holds the Series 6, Series 63, and SIE securities licenses and is registered with the state of Texas. Prior to joining Cuso Financial Services, LP, David worked at Pruco Securities, LLC and NYLIFE Securities LLC.

Firm Information

David Valdez is currently registered with Cuso Financial Services, LP. Cuso Financial Services, LP is a partnership formed in November 1996 and headquartered in San Diego, CA. They are a Registered Investment Advisor with the SEC and are also registered in 53 states. They offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and participate in wrap fee programs. They manage over $4.6 billion in assets for a diverse client base including high-net-worth individuals, corporations, individuals, and charitable organizations.
Cuso Financial Services, LP

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$4.66B

Assets Under Management

16,218

Total Clients

639

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Valdez’s Registration & Firm History

TX

04/13/2021 - Present

Cuso Financial Services, LP (Pflugerville TX)

NJ

05/10/2019 - 09/21/2020

PRUCO SECURITIES, LLC. (NEWARK NJ)

TX

06/17/2016 - 05/07/2019

NYLIFE SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 03/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Joe Valdez. Review regulatory record here.
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