Financial ADVSR advisor directory · SEC adviser records
U.S. Bancorp Advisors, LLC financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in Phoenix, A to Z.
The short answer
4 registered advisors work at U.S. Bancorp Advisors, LLC in Phoenix, out of 988 at the firm nationwide; it ranks number 66 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
U.S. Bancorp Advisors, LLC advisors in Phoenix, A to Z
Every U.S. Bancorp Advisors, LLC advisor →- Marsella BurboaAlso a broker rep
- Brandon M. DanielsAlso a broker rep
- Robert C. HoltAlso a broker rep
- Juan C. VillegasAlso a broker rep
U.S. Bancorp Advisors, LLC advisors in every city and state →U.S. Bancorp Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
U.S. Bancorp Advisors, LLC advisors in other cities
Saint Paul, MN 87Cincinnati, OH 28Minneapolis, MN 24Seattle, WA 18San Diego, CA 17Glendale, CA 16Portland, OR 16Tempe, AZ 16Chicago, IL 14Gresham, OR 14Irvine, CA 14Los Angeles, CA 14Milwaukee, WI 11San Francisco, CA 11Denver, CO 8
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does U.S. Bancorp Advisors, LLC have in Phoenix?
4 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 988 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is U.S. Bancorp Advisors, LLC one of the largest advisor employers in Phoenix?
U.S. Bancorp Advisors, LLC ranks number 66 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a U.S. Bancorp Advisors, LLC advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the U.S. Bancorp Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.