Melissa
Rivas
U.S. Bancorp Advisors, LLC
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About this Advisor
Melissa Rivas is a financial advisor based in Tempe, Arizona, working with U.S. Bancorp Advisors, LLC. Melissa has previously held positions at Sabbatical, Tandem Wealth Advisors LLC, U.S. Bancorp Advisors, LLC, The Vanguard Group, Inc, and Schwab Private Client Investment Advisory, Inc. Melissa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Melissa is part of U.S. Bancorp Advisors, LLC, which operates out of Tempe, Arizona. The firm has 203 offices and 238 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at U.S. Bancorp Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Advisors, LLC Brokerage Details
$1,387,160,512
238
3,901
$355,591
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Melissa Rivas Work History
U.S. Bancorp Advisors, LLC
Sabbatical
Tandem Wealth Advisors LLC
The Vanguard Group, Inc
Schwab Private Client Investment Advisory, Inc
Disclosures
Please visit the SEC profile of Melissa Rivas 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 Advisors, LLC
Tempe, AZ
Ventura, CA
Tustin, CA
Tempe, AZ
Minneapolis, MN
Glendale, CA
Laguna Hills, CA
Monterey, CA
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