Joice
Lee
U.S. Bancorp Advisors, LLC
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About this Advisor
Joice Lee is a financial advisor based in San Francisco, California, working with U.S. Bancorp Advisors, LLC. Joice has previously held positions at Union Bank Of California and Unionbanc Investment Services. Joice has passed the Series 66 regulatory exam and is registered to provide services in California, Maryland, New York, and North Carolina. Currently, Joice is part of U.S. Bancorp Advisors, LLC, which operates out of San Francisco, 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
Joice Lee Work History
Unionbanc Investment Services
Union Bank Of California
Disclosures
Please visit the SEC profile of Joice Lee 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
Los Angeles, CA
Monterey, CA
Tustin, CA
Minneapolis, MN
Laguna Hills, CA
Ventura, CA
Tempe, AZ
Glendale, CA
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