Financial ADVSR advisor directory · SEC adviser records
U.S. Bancorp Advisors, LLC financial advisors in Brea, CA
Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in Brea, A to Z.
The short answer
4 registered advisors work at U.S. Bancorp Advisors, LLC in Brea, out of 1,154 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
U.S. Bancorp Advisors, LLC advisors in Brea, A to Z
Every U.S. Bancorp Advisors, LLC advisor →- Carlos A. AriasAlso a broker rep
- Eugene LeeAlso a broker rep
- Sharina M. MeridAlso a broker rep
- Charles RomanoAlso 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 97Cincinnati, OH 33Minneapolis, MN 29San Diego, CA 19Seattle, WA 19Tempe, AZ 19Glendale, CA 16Portland, OR 16Chicago, IL 15Los Angeles, CA 15Gresham, OR 14Irvine, CA 14Milwaukee, WI 13San Francisco, CA 13Denver, CO 12
Other firms in Brea
All Brea advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 56Morgan Stanley 43Strategic Advisers LLC 27UBS Financial Services Inc. 19LPL Financial LLC 16Charles Schwab & Co., Inc. 12Transamerica Financial Advisors, LLC 10Wells Fargo Clearing Services, LLC 10Raymond James Financial Services Advisors, Inc. 8Cetera Investment Advisers LLC 6J.P. Morgan Securities LLC 6Ministry Partners Securities, LLC 5
Questions
How many financial advisors does U.S. Bancorp Advisors, LLC have in Brea?
4 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in Brea, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,154 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 Brea?
U.S. Bancorp Advisors, LLC ranks number 19 in Brea by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 56.
How do I check a U.S. Bancorp Advisors, LLC advisor in Brea?
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.