Degar
Ro

U.S. Bancorp Investments, Inc

CRD#7523855
Investment Advisor
in Phoenix, AZ

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About this Advisor

Degar Ro is a financial advisor based in Phoenix, Arizona, working with U.S. Bancorp Investments, Inc. Degar has previously held positions at U.S. Bancorp Investments, Inc, U.S. Bank, Bank Of America, Sooksok Karaoke, Stoneledge Furniture LLC, Hamjipark Restaurant, Sake2Me Restaurant, Red Palace Restaurant, Gogiya Restaurant, Kaju Soft Tofu Restaurant, Heaven's Colors, and New Life Presbyterian Church Of Arizona. Degar has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Degar is part of U.S. Bancorp Investments, Inc, which operates out of Phoenix, Arizona. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

2222 E Camelback Rd
Phoenix, AZ 85016

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

AZ Average: $5,289,111,388
Total Number of Employees

2,307

AZ Average: 157
Total Number of Accounts

60,028

AZ Average: 8,262
Average Account Size

$264,455

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Degar Ro Work History

2023 - Present (1 year)

U.S. Bancorp Investments, Inc

2021 - Present (3 years)

New Life Presbyterian Church Of Arizona

2022 - 2023 (1 year)

U.S. Bancorp Investments, Inc

2019 - 2023 (4 years)

U.S. Bank

2019 - 2019 (< 1 year)

Gogiya Restaurant

2019 - 2019 (< 1 year)

Kaju Soft Tofu Restaurant

2018 - 2018 (< 1 year)

Hamjipark Restaurant

2018 - 2018 (< 1 year)

Sake2Me Restaurant

2018 - 2019 (1 year)

Red Palace Restaurant

2017 - 2017 (< 1 year)

Sooksok Karaoke

2017 - 2018 (1 year)

Stoneledge Furniture LLC

2017 - 2020 (3 years)

Heaven'S Colors

2013 - 2017 (4 years)

Bank Of America

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Disclosures

Please visit the SEC profile of Degar Ro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Grigoriy Kuznetsov
Saint Paul, MN
Rachel Torres
Ashland, OR
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Samuel Leidholm
Bismarck, ND
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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