Daniel
Curtis
U.S. Bancorp Investments, Inc
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About this Advisor
Daniel Curtis is a financial advisor operating in Torrance, California, who has 1 year of industry experience. Curtis is an advisor for U.S. Bancorp Investments, Inc. During their career, Curtis has held roles at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, U.S. Bank and U.S. Bancorp Investments, Inc. Curtis maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. U.S. Bancorp Investments, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 financial advisors. It oversees $13 billion in total assets among its 57,394 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 32 charitable organizations. Of its 57,394 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fees usually vary depending on the type of financial services offered. Fees charged by U.S. Bancorp Investments, Inc can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
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
Daniel Curtis Work History
Daniel has been registered as a financial advisor for 1 years.*
U.S. Bancorp Investments, Inc
U.S. Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Curtis 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
Saint Paul, MN
San Francisco, CA
Lebanon, OR
Cincinnati, OH
Mackay, ID
Portland, OR
Saint Louis, MO
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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