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CUSO Financial Services Information

View Top Employees from CUSO Financial Services

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

Website https://www.lpl.com/
Revenue $10.9 billion
Employees 134 (73 on RocketReach)
Founded 1997
Address 10150 Meanley Dr Fl 1, San Diego, California 92131, US
Phone +1 858-530-4400
Fax (858) 530-4404
Technologies
Industry Financial Services, Investment Banking, Investment programs for credit unions, Finance, Professional Services, Flexible and efficient financial planning, Retirement services, Investment and Insurance solutions, Sophisticated back office technology systems, Non-proprietary product offerings
Web Rank 2 Million
Keywords Cu Solutions, Financial Services, Investment Programs, Investment Consulting, Credit Union Services, Asset Management, Technology Solutions, Portfolio Management, Member Services, Financial Technology, Financial Planning, Financial Planning Services, Wealth Management, Retirement Planning, Brokerage Services, Securities, Finra, Sipc
Competitors Investment Planners, Inc. -- IPI Wealth Management, Inc., Davenport & Company LLC, Lincoln Investment, Cambridge Investment Research, Inc., LaSalle St. Securities, Newbridge Securities Corporation (view competitors)
SIC SIC Code 61 Companies, SIC Code 62 Companies, SIC Code 628 Companies, SIC Code 615 Companies
NAICS NAICS Code 523110 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 52311 Companies

CUSO Financial Services Questions

The CUSO Financial Services annual revenue was $10.9 billion in 2026.

Patricia Flores is the Vice President, Financial Services Manager of CUSO Financial Services.

73 people are employed at CUSO Financial Services.

CUSO Financial Services is based in San Diego, California.

The NAICS codes for CUSO Financial Services are [523110, 523, 5231, 52, 52311].

The SIC codes for CUSO Financial Services are [61, 62, 628, 615].

Top CUSO Financial Services Employees

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