U.S. Bancorp Investments, Inc
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About this Advisor
Andrew Odish is a certified financial planner who works out of San Diego, California, who has been in the industry for 12 years. Odish currently works for U.S. Bancorp Investments, Inc. Throughout their career, Odish has worked at Chase Investment Services Corp, Jpmorgan Chase Bank, Na, California Bank & Trust, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, U.S. Bancorp Securities, Inc and Us Bank. Odish holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to serve investors in California. U.S. Bancorp Investments, Inc is a registered investment company based in San Diego, California. The investment advisory business has offices in 2,154 locations and a total of 2,187 advisors. It oversees $8 billion in total assets among its 32,843 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 27 charitable organizations. Of its 32,843 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely are based on the type of financial services provided. Fees charged by U.S. Bancorp Investments, Inc most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years of Experience
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U.S. Bancorp Investments, Inc Brokerage Details
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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
Andrew Odish Work History
Andrew has 12 years of experience.
U.S. Bancorp Securities, Inc
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
U.S. Bancorp Investments, Inc
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jpmorgan Chase Bank, Na
California Bank & Trust
Andrew Odish has disclosures.
Please visit their SEC profile for more details.