Charles
Romano
U.S. Bancorp Advisors, LLC
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About this Advisor
Charles Romano is a financial advisor based in Torrance, California, working with U.S. Bancorp Advisors, LLC. Charles has previously held positions at Farmers Financial Solutions, Hector Silva Insurance Agency, Troy Kelly Insurance Agency, Mufg Union Bank, and Unionbanc Investment Services. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Charles is part of U.S. Bancorp Advisors, LLC, which operates out of Torrance, California. 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
Charles Romano Work History
Mufg Union Bank
Unionbanc Investment Services
Hector Silva Insurance Agency
Troy Kelly Insurance Agency
Farmers Financial Solutions
Disclosures
Please visit the SEC profile of Charles Romano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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