Maria
Carvajal

U.S. Bancorp Investments, Inc

CRD#4265214
Investment Advisor
in Torrance, CA
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About this Advisor

Maria Carvajal is a financial advisor working in Torrance, California, who has 11 years of experience as a financial advisor. Carvajal is an advisor for U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at Bank Of New York/Mellon, U.S. Bancorp Investments, Inc, U.S. Bank and Jose Carvajal Gardening & Maintenance. Carvajal maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in California. U.S. Bancorp Investments, Inc is a registered investment business that has its headquarters in Torrance, California. The company has offices in 2,154 locations and a total of 2,187 employees. It administers $8 billion in total assets among its 32,843 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 27 charities and foundations. Of its 32,843 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The company has a number 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. Fees for financial advice largely depend on which service is provided. Fees charged by U.S. Bancorp Investments, Inc most likely consist of any blend 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

4346 Pacific Coast Hwy
Torrance, CA 90505

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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 (2 years)

U.S. Bancorp Investments, Inc

2017 - Present (2 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

2007 - 2009 (2 years)

Bank Of New York/Mellon

Disclosures

Maria Carvajal has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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