What departments does CUSO Financial Services have?

CUSO Financial Services has employees across 10 departments including Entrepreneurship, Operations, Product Management, Program & Project Management, Sales.

What is the largest department at CUSO Financial Services?

The largest department at CUSO Financial Services is Banking with 11 employees.

Where are CUSO Financial Services employees located globally?

CUSO Financial Services 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's team size changed over time?

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

CUSO Financial Services 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 Global Highlights

North America
301

United States Of America
299
Canada
2

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Africa
2

Ghana
2

CUSO Financial Services's Leadership

E. E.
Chief Operating Officer
Mobile Phone
Email
R. H.
Vice President Investor Services
Mobile Phone
Email
B. J.
Owner
Mobile Phone
Email
A. M.
Assistant Vice President
Mobile Phone
Email
R. L.
Executive Director Product Management
Mobile Phone
Email
S. L.
Executive Director Product Management
Mobile Phone
Email
A. T.
Africa Regional Program Manager
Mobile Phone
Email
K. C.
Territory Sales Manager
Mobile Phone
Email

CUSO Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Information Technology
Legal
Other
Support

Contact profiles from CUSO Financial Services

Name

Title

Contact Info

Location

Last Update

M. F.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
M. L.
New Account Specialist
Mobile Phone
Email
Oct 18, 2024
P. B.
Financial Advisor, Cuso Financial Services, Lp At Salal Credit Union
Mobile Phone
Email
Oct 17, 2024
R. C. C.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
R. C.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024
R. S. C.
Investment Advisor Representative
Mobile Phone
Email
Oct 22, 2024
S. M.
Program Development Specialist
Mobile Phone
Email
Jun 08, 2026
T. B.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
V. J.
Investment Assistant
Mobile Phone
Email
Oct 17, 2024

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 142 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

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

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

Chief Operating Officer: E. E.
Vice President Investor Services: R. H.
Owner: B. J.
Assistant Vice President: A. M.
Executive Director Product Management: R. L.

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CUSO Financial Services Employee Directory

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