Credit Union Of Texas Inks Investment Advisor Pact With CUSO Financial Services

Published February 24, 2010, 5:33 p.m. EST

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Updated August 27, 2020, 12:12 a.m. EDT

1 Min Read

DALLAS – Credit Union of Texas yesterday said it has signed with CUSO Financial Services, LP, to provide it with managed broker/dealer services and back office support.

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Under the deal, CUSO Financial will employ the financial advisors and manage all back office efficiencies, including operations administration, trading services and dataVISION, its proprietary, Web-based support platform for advisors, and will mentor the $1 billion credit union staff to take over the program eventually.

CUSO Financial is based in San Diego.

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