CUSO Financial Services Employee Directory

Q: What is CUSO Financial Services known for?

CUSO Financial Services was founded in 1997. CUSO Financial Services operates in the Financial Services industry.

Q: How many employees does CUSO Financial Services have currently?

CUSO Financial Services has approximately 201 employees.

Financial ServicesCalifornia, United States201-500 Employees

CUSO Financial Services (CFS) has officially ceased operations 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—have been fully absorbed into LPL, and both the Atria and CFS names have been retired.

To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

Find CUSO Financial Services employees' phone numbers or email addresses

CUSO Financial Services Global Highlights

North America
323

United States Of America
320
Canada
3

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Africa
2

Ghana
2

CUSO Financial Services'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

Contact profiles from CUSO Financial Services

Name

Title

Contact Info

Location

Last Update

P. K.
Program Manager
Mobile Phone
Email
Oct 18, 2024
R. H.
Advisor Development Manager
Mobile Phone
Email
Jul 07, 2024
R. H.
Advisor Development Manager
Mobile Phone
Email
UNITED STATES
Oct 23, 2024
V. P.
Platform Service Manager
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
J. H.
Senior Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 26, 2025
J. J.
Sr. Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 18, 2025
P. H.
Senior Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 19, 2025
J. L.
Senior Accountant
Mobile Phone
Email
Oct 18, 2024
M. H.
Senior Financial Advisor
Mobile Phone
Email
United StatesColorado
Jan 05, 2025
R. B.
Senior Compliance Analyst
Mobile Phone
Email
UNITED STATES
Apr 05, 2023

Frequently Asked Questions

What is CUSO Financial Services known for?

CUSO Financial Services was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-686-****

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

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

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

How many employees does CUSO Financial Services have currently?

CUSO Financial Services has approximately 201 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAfrica.

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

As of December 2025, CUSO Financial Services'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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking