CUSO Financial Services Email Formats
Financial Services • 
San Diego, California, United States • 101-200 Employees
CUSO Financial Services Email Formats
CUSO Financial Services uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@lpl.com), used 55.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lpl.com | 55.2% |
{first initial}{last name} | jdoe@cusonet.com | 31% |
{first initial}.{last name} | j.doe@cusonet.com | 6.9% |
{first name}{last name} | johndoe@lpl.com | 6.9% |
Key Contacts at CUSO Financial Services
Kyle Janecky
Director Of Financial Planning And Analysis
Amy Beattie
Owner
Company overview
| Headquarters | San Diego, California, United States |
| Phone number | +10518721 |
| Websites | |
| NAICS | 52 |
| SIC | 738 |
| Founded | 1997 |
| Employees | 101-200 |
| Socials |
About 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
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
CUSO Financial Services has 86 employees across 9 departments.
Departments
Number of employees
Funding Data
CUSO Financial Services has never raised funding before.
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