Paul
Reynolds

U.S. Bancorp Investments, Inc

CRD#2338234
Investment Advisor
in Los Angeles, CA
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About this Advisor

Paul Reynolds is a financial advisor based in Los Angeles, California, who has 10 years in the industry. Reynolds is an employee of U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Wamu Investments, Ferrari And Maserati, Chase Investment Services Corp, U.S. Bancorp Investments, Inc and U.S. Bank. Reynolds maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. U.S. Bancorp Investments, Inc is a registered investment company that has its headquarters in Los Angeles, California. The firm has offices in 2,154 locations and a total of 2,187 advisors. It has $8 billion in 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 advises 27 charitable organizations. Of its 32,843 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a diverse range 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. Financial advisory fee schedules typically depend on the financial services provided. However, fees billed by U.S. Bancorp Investments, Inc can consist 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

Yes

Office Location

633 West Fifth Street
Los Angeles, CA 90071

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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

Paul Reynolds Work History

Paul has 10 years of experience.

2016 - Present (3 years)

U.S. Bancorp Investments, Inc

2016 - 2017 (1 years)

U.S. Bank

2009 - 2009 (0 years)

Wamu Investments

2009 - 2009 (0 years)

Chase Investment Services Corp

2009 - 2016 (7 years)

U.S. Bancorp Investments, Inc

2008 - 2009 (1 years)

Ferrari And Maserati

Disclosures

Paul Reynolds has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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