Nancy
Vega

U.S. Bancorp Investments, Inc

CRD#4489540
Investment Advisor
in Arcadia, CA
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About this Advisor

Nancy Vega is a financial advisor operating in Arcadia, California, who has been in the advisory business for 10 years. Vega works at U.S. Bancorp Investments, Inc. During their career, Vega has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of The West, Lpl Financial, Bank Of America, N.A, U.S. Bancorp Investments, Inc and Us Bank. Vega maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. U.S. Bancorp Investments, Inc is a company that has its headquarters in Arcadia, California. The investment advisory business has offices in 2,154 locations and a total of 2,187 advisors. It manages $8 billion in assets under management between its 32,843 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 27 charitable organizations. Of its 32,843 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business 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 charged by financial advisors usually depend on which service is provided. However, fees charged by U.S. Bancorp Investments, Inc can be comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

101 E. Foothill Blvd
Arcadia, CA 91006

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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

Nancy Vega Work History

Nancy has 10 years of experience.

2017 - Present (2 years)

U.S. Bancorp Investments, Inc

2017 - Present (2 years)

Us Bank

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Bank Of America, N.A

2012 - 2013 (1 year)

Bank Of The West

2012 - 2012 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2010 (2 years)

Lpl Financial

Disclosures

Nancy Vega has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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