Joel
Barbee
U.S. Bancorp Advisors, LLC
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About this Advisor
Joel Barbee is a financial advisor based in Manhattan Beach, California, working with U.S. Bancorp Advisors, LLC. Joel has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Wells Fargo Clearing Services, and Unionbanc Investment Services, LLC. Joel has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Louisiana, Texas, and Washington. Currently, Joel is part of U.S. Bancorp Advisors, LLC, which operates out of Manhattan Beach, 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
Joel Barbee Work History
Unionbanc Investment Services, LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Joel Barbee 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
Tustin, CA
Glendale, CA
Monterey, CA
Tempe, AZ
Los Angeles, CA
Minneapolis, MN
Tempe, AZ
Ventura, CA
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