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Timothy Michael Garcia

Cuso Financial Services, LP

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About Timothy Michael Garcia

Timothy Garcia is a registered representative and investment advisor representative with Cuso Financial Services, LP. Timothy has been in the securities industry since 2021 and holds the Series 7TO, SIE and Series 66 licenses. Timothy specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Cuso Financial Services, LP is a financial services firm headquartered in San Diego, California. Cuso Financial Services, LP is a national firm that provides financial services to a wide range of clients, including individuals, families, businesses, and institutions.

Firm Information

Timothy Garcia 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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Timothy Garcia’s Registration & Firm History

CA

01/01/2025 - Present

Cuso Financial Services, LP (SAN DIEGO CA)

CA

05/07/2021 - 03/08/2022

MML INVESTORS SERVICES, LLC (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 06/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Michael Garcia.
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