New York/ San Diego - CUSO Financial Services, L.P. and its sister company, Sorrento Pacific Financial, LLC (SPF), said they have entered into an agreement to be acquired by New York-based Atria Wealth Solutions. To Find out more read the full article by clicking the button on the right.
Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.
Office
10150 Meanley Drive
First Floor
San Diego, CA 92131
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Call Us: 800.686.4724
Fax: 1.858.530.4444
Email Us: cfsweb@cusonet.com
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424 317 4861
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CUSO Financial Services, LP (Member FINRA / SIPC) © 2022
Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.
Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.
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