What departments does CUSO Financial Services, LP have?

CUSO Financial Services, LP has employees across 12 departments including Operations, Business Development, Quality Assurance, Finance, Human Resources.

What is the largest department at CUSO Financial Services, LP?

The largest department at CUSO Financial Services, LP is Finance with 15 employees.

Where are CUSO Financial Services, LP employees located globally?

CUSO Financial Services, LP has employees across 3 continents and 5 countries including Ghana, United Kingdom Of Great Britain And Northern Ireland, France, United States Of America, Canada.

How has CUSO Financial Services, LP's team size changed over time?

CUSO Financial Services, LP's team has decreased from approximately 209 to 156 employees based on available data.

CUSO Financial Services, LP Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

CUSO Financial Services, LP was a financial services provider based in San Diego, California. Before ceasing independent operations, the company reportedly employed between 51 and 200 people as part of the Atria Wealth Solutions ecosystem. It stopped operating independently following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries, including CFS, were fully absorbed into LPL, and both the Atria and CFS names were retired. The former CFS entity now exists as part of LPL Financial’s broader organization. This reflects consolidation within the financial services industry, with legacy subsidiaries integrated under a single platform.

CUSO Financial Services, LP Global Highlights

North America
308

United States Of America
305
Canada
3

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Africa
2

Ghana
2

CUSO Financial Services, LP's Leadership

A. B.
Coo & Co-Founder
Mobile Phone
Email
A. B.
COO & Co-Founder
Mobile Phone
Email
S. J.
Vice President Of Business Development
Mobile Phone
Email
J. H.
Vice President - Human Resources
Mobile Phone
Email
M. D.
Vice President Compliance
Mobile Phone
Email
P. M.
Vice President - Business Development
Mobile Phone
Email
R. H.
Vice President Investor Services
Mobile Phone
Email
B. J.
Owner
Mobile Phone
Email

CUSO Financial Services, LP Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Information Technology
Legal
Other
Support

Contact profiles from CUSO Financial Services, LP

Name

Title

Contact Info

Location

Last Update

A. B.
Coo & Co-Founder
Mobile Phone
Email
UNITED STATES
Aug 29, 2024
A. B.
COO & Co-Founder
Mobile Phone
Email
UNITED STATES
Oct 31, 2024
B. J.
Owner
Mobile Phone
Email
Oct 23, 2024
S. J.
Vice President Of Business Development
Mobile Phone
Email
United StatesGeorgia
Apr 16, 2026
K. B.
Vice President, Uat & Platform Maintenance
Mobile Phone
Email
United StatesOregon
Jun 01, 2026
A. M.
Assistant Vice President
Mobile Phone
Email
Oct 23, 2024
B. C.
Vice President, Financial Institution Recruiting
Mobile Phone
Email
United StatesPennsylvania
Jan 07, 2025
C. F.
Vice President
Mobile Phone
Email
UNITED STATES
Feb 13, 2025
J. H.
Vice President - Human Resources
Mobile Phone
Email
UNITED STATES
Aug 29, 2024
M. D.
Vice President Compliance
Mobile Phone
Email
UNITED STATES
Mar 17, 2023

Frequently Asked Questions

What is CUSO Financial Services, LP known for?

CUSO Financial Services, LP was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in San Diego, California 92131 United States; you can contact the main corporate office by phone at

+1-800-686-****

. Explore CUSO Financial Services, LP's company overview page for more information.

What is CUSO Financial Services, LP's most common email format?

CUSO Financial Services, LP employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CUSO Financial Services, LP email formats with LeadIQ.

How many employees does CUSO Financial Services, LP have currently?

CUSO Financial Services, LP has approximately 144 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are CUSO Financial Services, LP's key employees and leadership?

As of June 2026, CUSO Financial Services, LP's key employees include:

Coo & Co-Founder: A. B.
COO & Co-Founder: A. B.
Vice President Of Business Development: S. J.
Vice President - Human Resources: J. H.
Vice President Compliance: M. D.

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CUSO Financial Services, LP Employee Directory

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