CUSO Financial Services Information
Contact top employees from
CUSO Financial Services
Summary
CUSO Financial Services is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Diego, California, USA. The number of employees ranges from 25 to 100. The annual revenue of CUSO Financial Services varies between 5.0M and 25M. To connect with CUSO Financial Services employee register on SignalHire.
Organization Website | lpl.com |
Social Links |  |
Phone Number | 1-858-530-4400, 800.686.4724 |
Industries | |
Headquarters Location | San Diego, CA, 92131 US |
Employees Size | 200-500 employees |
Specialties | Investment programs for credit unions, Flexible and efficient financial planning, Retirement services, Investment and Insurance solutions, Sophisticated back office technology systems, Non-proprietary product offerings |
SIC Code | 6411, 6199 |
DMA Code | San Diego County |
Founded | 1997 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Subsidiary |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 1-10 | - | $- | |
| 1998 | Public Company | 10-50 | - | $- |
Estimated Website Traffic
The chart shows a growth in traffic to the lpl.com website. In November, traffic increased to 727682, compared to 682671 in the previous month. The highest traffic in 2025 was recorded in July, reaching 839501 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at CUSO Financial Services shows a diverse range of experience levels:
1% have been with the company for less than 1 year10% for 1–2 years6% for 3–4 years23% for 5–7 years14% for 8–10 years45% have over 11 years of service at CUSO Financial ServicesEx-employees positions
In Company
In New Company
Contact top employees from
CUSO Financial Services
Kate Birchell
Vice President, UAT & Platform Maintenance
Thomas McCarthy
Vice President Fixed Income
Randy Dungo
Retirement Specialist
Nick Contristan
Branch Supervisor, OSJ
Rosann Arguello
Director, Internal Control Operations
Mohammed Eid
Financial Advisor
Yvonne Clark
Financial Advisor, CUSO Financial Services, L.P.
Jeff Walsh
Financial Consultant
Daniel Urquidi
Financial Advisor
Veronica Jaeger
Investment Assistant
Lance Jacobsen
Financial Advisor at CUSO Financial Services, LP at America First Credit Union
Philip Rubia
Financial Advisor
Mishelle Lott
Senior Transfers Specialist
Leon Manning
Financial Advisor Assistant
Charlene Roberts
Implementation Manager
Lara Shogren
Financial Advisor
Marshall Dean
Financial Advisor, CUSO Financial Services, L.P. at America First Credit Union
Nikki Chaloux
Financial Advisor
Logan Pester
Associate
Pano Bailey
Financial Advisor, CUSO Financial Services, LP at Salal Credit Union
Jim Dubina III
Financial Advisor
Mark Kilbride
Financial Advisor
MICHAEL THORNHILL
Financial Advisor
Alma Perea
Senior Accountant (Change Title in Feb 2025 from Staff to Senior)
Leslie Keng
Program Manager
Tracy Duncan
Financial Advisor CUSO Financial Services, L.P. (CFS) at Allegacy Federal Credit Union
John Konikowski
Regional Program Development Manager
Richard Champion
Investment Program Manager
FAQ
CUSO Financial Services operates in the Finance industries. More details can be found on the official website: lpl.com.
The headquarters of CUSO Financial Services are located in San Diego, United States.
You can contact CUSO Financial Services by phone at 1-858-530-4400, 800.686.4724.
CUSO Financial Services currently employs 200-500 people.
CUSO Financial Services's revenue is approximately 15.5M.
Well-known competitors of CUSO Financial Services include Delta Investment Management and MMA Programs.
