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Financial ADVSR advisor directory · SEC adviser records

U.S. Bancorp Advisors, LLC financial advisors in Pleasanton, CA

Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in Pleasanton, A to Z.

The short answer

4 registered advisors work at U.S. Bancorp Advisors, LLC in Pleasanton, out of 987 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

U.S. Bancorp Advisors, LLC advisors in Pleasanton, A to Z

Every U.S. Bancorp Advisors, LLC advisor →

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 59Cincinnati, OH 26Minneapolis, MN 19San Diego, CA 18Seattle, WA 18Portland, OR 17Glendale, CA 15Tempe, AZ 14Irvine, CA 13Milwaukee, WI 13Los Angeles, CA 12Beverly Hills, CA 10Gresham, OR 10San Francisco, CA 10Chicago, IL 9

Other firms in Pleasanton

All Pleasanton advisors →

Morgan Stanley 47Transamerica Financial Advisors, LLC 25Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Charles Schwab & Co., Inc. 16MML Investors Services, LLC 15Wells Fargo Clearing Services, LLC 14Mariner 7Mirador Capital Partners 7Ameriprise Financial Services, LLC 6Grant Private Wealth Management 6Kaizen Financial Strategies, LLC 5J.P. Morgan Securities LLC 4

Questions

How many financial advisors does U.S. Bancorp Advisors, LLC have in Pleasanton?

4 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in Pleasanton, California, according to the SEC's Investment Adviser Public Disclosure records, out of 987 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 Pleasanton?

U.S. Bancorp Advisors, LLC ranks number 12 in Pleasanton by registered advisors; Morgan Stanley has the most, with 47.

How do I check a U.S. Bancorp Advisors, LLC advisor in Pleasanton?

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.