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Victor Kent Johnson

Cuso Financial Services, LP

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About Victor Kent Johnson

Victor Kent Johnson is a registered investment advisor representative with Cuso Financial Services, LP. Victor has been in the financial services industry since 1994. Victor specializes in offering financial planning, pension consulting, and educational seminars. Victor has worked for a number of firms during his career including First Heartland Capital, Inc., Brooklight Place Securities, Inc., MML Investors Services, Inc., Park Avenue Securities LLC, and Pruco Securities, LLC. Victor is registered in Arkansas, Nevada, North Carolina, and Texas.

Firm Information

Victor Johnson 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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Victor Johnson’s Registration & Firm History

TX

10/12/2017 - Present

Cuso Financial Services, LP (AUSTIN TX)

NV

10/17/2013 - 08/21/2017

FIRST HEARTLAND CAPITAL, INC. (LAS VEGAS NV)

NV

10/02/2007 - 10/18/2013

BROOKLIGHT PLACE SECURITIES, INC. (LAS VEGAS NV)

NV

04/19/2006 - 07/18/2007

MML INVESTORS SERVICES, INC. (LAS VEGAS NV)

NY

05/06/2004 - 02/21/2006

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NJ

07/22/1993 - 04/02/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 10/12/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/21/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Victor Kent Johnson.
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