Karla Thompson

Manager, Training & Development at CUSO Financial Services, L.P. - San Diego, CA, US

Karla Thompson's Colleagues at CUSO Financial Services, L.P.
Ron Guzman

Commission Manager, Banking & Data Mgmt

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Kate Birchell

Manager, System Maintenance

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Michael Kitch

Executive Financial Advisor, CFP

Contact Michael Kitch

Stefan Ljungborg

Trading Specialist CUSO Financial Services, LP

Contact Stefan Ljungborg

John Potter

Advisor Development Manager

Contact John Potter

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Karla Thompson's Contact Details
HQ
858-530-4400
Location
Company
CUSO Financial Services, L.P.
Karla Thompson's Company Details
CUSO Financial Services, L.P. logo, CUSO Financial Services, L.P. contact details

CUSO Financial Services, L.P.

San Diego, CA, US • 250 - 499 Employees
Financial Services

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com.Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

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 Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about CUSO Financial Services, L.P.
Frequently Asked Questions about Karla Thompson
Karla Thompson currently works for CUSO Financial Services, LP.
Karla Thompson's role at CUSO Financial Services, LP is Manager, Training & Development.
Karla Thompson's email address is ***@cusonet.com. To view Karla Thompson's full email address, please signup to ConnectPlex.
Karla Thompson works in the Financial Services industry.
Karla Thompson's colleagues at CUSO Financial Services, L.P. are Ron Guzman, Kate Birchell, Alan Dean, Melanie PHR, Michael Kitch, Stefan Ljungborg, John Potter and others.
Karla Thompson's phone number is 858-530-4400
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