Daniel
Curtis
U.S. Bancorp Investments, Inc
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About this Advisor
Daniel Curtis is a financial advisor based in Torrance, California, working with U.S. Bancorp Investments, Inc. Daniel has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, U.S. Bank, and U.S. Bancorp Investments, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Daniel is part of U.S. Bancorp Investments, Inc, which operates out of Torrance, California. 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
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
U.S. Bancorp Investments, Inc
U.S. Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
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.
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