Maria
Carvajal

U.S. Bancorp Investments, Inc

CRD#4265214
Investment Advisor
in Rancho Palos Verdes, CA

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About this Advisor

Maria Carvajal is a financial advisor operating out of Rancho Palos Verdes, California, with a total of 10 years of experience as a financial advisor. Carvajal is on the advisory team at U.S. Bancorp Investments, Inc. During their career, the advisor has held roles at U.S. Bancorp Investments, Inc, U.S. Bank and Jose Carvajal Gardening & Maintenance. Carvajal has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in California. U.S. Bancorp Investments, Inc is a registered investment firm operating out of Rancho Palos Verdes, California. It has offices in 2,117 locations and a total of 2,323 financial advisors. It has $9 billion in assets under management between its 36,480 accounts, making it one of the largest firms in the country by assets under management. The firm serves 23 charities and foundations. Of its 36,480 accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. U.S. Bancorp Investments, Inc offers a broad assortment of services, including 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 depend on which services the firm provides the client. However, fee types charged by U.S. Bancorp Investments, Inc can be comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

29000 S Western Ave
Rancho Palos Verdes, CA 90275

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$8,506,510,518

CA Average: $5,289,111,388
Total Number of Employees

2,323

CA Average: 157
Total Number of Accounts

36,480

CA Average: 8,262
Average Account Size

$233,183

CA Average: $640,173

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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

Maria Carvajal Work History

Maria has 11 years of experience.

2017 - Present (3 years)

U.S. Bancorp Investments, Inc

2017 - Present (3 years)

U.S. Bank

2017 - 2017 (< 1 year)

Jose Carvajal Gardening & Maintenance

2014 - 2017 (3 years)

U.S. Bancorp Investments, Inc

2009 - 2012 (3 years)

U.S. Bancorp Investments, Inc

2009 - 2017 (8 years)

U.S. Bank

Disclosures

Maria Carvajal has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at U.S. Bancorp Investments, Inc

Patrick Gherity
Cottage Grove, MN
Jeffrey Philipsek
Saint Paul, MN
Barbara Kimball
Salt Lake City, UT
Abigayle Larkin
Chicago, IL
Jacob Cote
Appleton, WI
Alejandra Benavides Morin
Federal Way, WA
Sean Curtis
Medina, OH
True Yang
Saint Paul, MN

This content was compiled from the SEC and FINRA.

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