SAN DIEGO--(BUSINESS WIRE)--Sister companies, CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF), are working with their parent company, Atria Wealth Solutions, to make ...

SAN DIEGO--(BUSINESS WIRE)--CUSO Financial Services, L.P. (CFS), a full-service broker dealer and Registered Investment Adviser that provides customized investment and insurance solutions to the ...

SAN DIEGO, May 30, 2019 /PRNewswire/ -- Texas-based EECU Federal Credit Union has engaged CUSO Financial Services, L.P. ("CFS") to oversee the development and management of its investment program.

CUSO Financial Services has fired back at the Utah Division of Securities, vigorously refuting the regulator’s allegations that it used deceptive advertising to mislead customers into thinking that ...

CUSO Financial Services has won what is rare among third-party broker-dealers competing for bank and credit union business: a start-up wealth management program. The San Diego-based firm added Tulsa ...

America First Credit Union, based in Ogden, Utah, has hired CUSO Financial Services L.P. as its new broker-dealer, CUSO Financial Services announced Tuesday. CUSO Financial Services, based in San ...

CUSO Financial Services is to provide wealth management services to Capital Credit Union of Wisconsin, which is switching affiliation from LPL Financial. Capital, which is nearing its centenary, has ...

Sister companies, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), have introduced a new Online Training Center that allows its financial advisors and sales assistants to improve ...

SAN DIEGO and LOCKPORT, N.Y., Jan. 11, 2022 /PRNewswire/ -- CUSO Financial Services, L.P. ("CFS"), a subsidiary of Atria Wealth Solutions, Inc. (Atria) today announced a multi-year agreement with ...

TROY, Mich., May 28, 2025--(BUSINESS WIRE)--Mahalo Banking, a CUSO that specializes in online and mobile banking solutions for credit unions, today announced the addition of six new credit union ...

Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS "Our mission as a financial institution is ...