Michael
Truong
U.S. Bancorp Investments, Inc
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About this Advisor
Michael Truong is a financial advisor working out of Cupertino, California, with 1 year of relevant experience. Truong is on the advisory team at U.S. Bancorp Investments, Inc. Over the course of their career, they have held roles at Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, Wells Fargo Home Mortgage, Wells Fargo Clearing Services, LLC, Citigroup, Jp Morgan Securities LLC, Jp Morgan Chase Bank, N.A, E*Trade Securities LLC, E*Trade Capital Management LLC, Wells Fargo Bank, Na, U.S. Bancorp Investments, Inc and U.S. Bank. Truong holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in California. U.S. Bancorp Investments, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 people on staff. It administers $13 billion in total assets between its 57,394 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 32 charitable organizations. Of its 57,394 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets. U.S. Bancorp Investments, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by U.S. Bancorp Investments, Inc likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
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
Michael Truong Work History
Michael has been registered as a financial advisor for 1 years.*
U.S. Bancorp Investments, Inc
U.S. Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
E*Trade Securities LLC
E*Trade Capital Management LLC
Jp Morgan Securities LLC
Jp Morgan Chase Bank, N.A
Wells Fargo Bank Na
Wells Fargo Clearing Services LLC
Citigroup
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Clearing Services LLC
Wells Fargo Home Mortgage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Truong 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 Investments, Inc
San Francisco, CA
Saint Paul, MN
Saint Paul, MN
Mackay, ID
Newport Beach, CA
Florissant, MO
Saint Louis, MO
Cincinnati, OH
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