Robert
Gil
U.S. Bancorp Investments, Inc
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About this Advisor
Robert Gil is a financial advisor based in Upland, California, working with U.S. Bancorp Investments, Inc. Robert has previously held positions at Wells Fargo Bank N.A, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Mufg Union Bank, Unionbanc Investment Services, U.S. Bancorp Investments, Inc, and U.S. Bank. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Robert is part of U.S. Bancorp Investments, Inc, which operates out of Upland, 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
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
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
Robert Gil Work History
U.S. Bancorp Investments, Inc
U.S. Bank
Mufg Union Bank
Unionbanc Investment Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank N.A
Disclosures
Please visit the SEC profile of Robert Gil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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