Unclaimed Profile

Monica Carol Selman Daggs

CUSO FINANCIAL SERVICES, L.P.·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record25 years registeredCUSO FINANCIAL SERVICES, L.P.

10150 MEANLEY DRIVE, 1ST FLOOR, SAN DIEGO, CA 92131CRD# 4152277Firm CRD# 42132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Monica Carol Selman Daggs · SAN DIEGO, CA

Registration

CRD #4152277 · CUSO FINANCIAL SERVICES, L.P. · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2022 – present

LPL FINANCIAL LLC

Nov 2022 – present

CETERA ADVISOR NETWORKS LLC

Sep 2019 – May 2022

W DES MOINES, IA

CUSO FINANCIAL SERVICES, L.P.

Feb 2005 – Jul 2019

SAN DIEGO, CA

LINSCO/PRIVATE LEDGER CORP.

May 2001 – Jan 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · May 29, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CUSO FINANCIAL SERVICES, L.P.

CRD 42132 · SEC 801-60300

AUM

$4.7B

Regulatory assets under management

Employees

833

26,968 client accounts

Services offered by CUSO FINANCIAL SERVICES, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CUSO FINANCIAL SERVICES, L.P. →

Introduction

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Frequently Asked Questions

What services does Monica Carol Selman Daggs offer?

Monica Carol Selman Daggs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Monica Carol Selman Daggs's credentials?

Monica Carol Selman Daggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Monica Carol Selman Daggs located?

Monica Carol Selman Daggs is based in SAN DIEGO, California, working with CUSO FINANCIAL SERVICES, L.P.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Monica Carol Selman Daggs charge for services?

Monica Carol Selman Daggs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CUSO FINANCIAL SERVICES, L.P.?

CUSO FINANCIAL SERVICES, L.P. has approximately 833 employees and manages $4.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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