Paul
Nalbandian

U.S. Bancorp Investments, Inc

CRD#1358324
Investment Advisor
in San Diego, CA

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About this Advisor

Paul Nalbandian is a financial advisor based in San Diego, California, working with U.S. Bancorp Investments, Inc. Paul has previously held positions at Lpl Financial, Zions Bancorpation, Lpl Financial LLC, and U.S. Bancorp Investments, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Paul is part of U.S. Bancorp Investments, Inc, which operates out of San Diego, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

16880 Bernardo Center Dr
San Diego, CA 92128

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$15,874,717,608

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

2,307

CA Average: 157
Total Number of Accounts

60,028

CA Average: 8,262
Average Account Size

$264,455

CA Average: $640,173

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

Paul Nalbandian Work History

2021 - Present (3 years)

U.S. Bancorp Investments, Inc

2017 - 2021 (4 years)

Zions Bancorpation

2017 - 2021 (4 years)

Lpl Financial LLC

2005 - 2017 (12 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Paul Nalbandian 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

Grigoriy Kuznetsov
Saint Paul, MN
Ruel Cabarles
Sioux Falls, SD
Maricela Hyatt
Sparks, NV
John Lafavre
Cincinnati, OH
Mark Hackett
Milwaukee, WI
Aaron Nelson
Colorado Springs, CO
Melody Bliss
Lakewood, WA
Xiao Feng Wu
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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