linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Debra Lynn Smith

Cuso Financial Services, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Debra? Claim Your Profile

About Debra Lynn Smith

Debra Lynn Smith is a financial advisor with over 15 years of experience in the industry. Debra is currently registered with Cuso Financial Services, LP, and has previously worked at Janney Montgomery Scott LLC, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, and Hopper Soliday & Co., Inc. Debra is licensed to provide financial advice in Pennsylvania.

Firm Information

Debra Smith 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Debra Smith’s Registration & Firm History

PA

07/31/2017 - Present

Cuso Financial Services, LP (PHILADELPHIA PA)

PA

11/10/2006 - 08/10/2010

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

NY

01/21/2003 - 10/28/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

01/20/1999 - 06/07/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

PA

12/10/1997 - 01/22/1999

HOPPER SOLIDAY & CO., INC. (LANCASTER PA)

Not sure if Debra Lynn Smith is right for you?

Licenses & Designations

BC

Issued 10/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Debra Lynn Smith. Review regulatory record here.
Not sure if Debra Lynn Smith is right for you?