William
Carrillo
U.S. Bancorp Investments, Inc
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About this Advisor
William Carrillo is a financial advisor operating in Colorado Springs, Colorado, who has 5 years of relevant experience. Carrillo is on the advisory team at U.S. Bancorp Investments, Inc. Their career trajectory has included roles at Bank Of The West, Compass Bank, Bancwest Investment Services, Stifel, Nicolaus And Company, Bbva Wealth Solutions Inc, U.S. Bancorp Investments, Inc, Bbva Compass Insurance Agency, Inc and Bbva Securities Inc. Carrillo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. U.S. Bancorp Investments, Inc is a financial advisory firm based out of Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 advisors. It has $13 billion in assets under management between its 57,394 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 32 charities and foundations. Of its 57,394 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. The business 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. Financial management fees largely vary depending on which services the firm provides the client. Fees billed by U.S. Bancorp Investments, Inc can be comprised 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
William Carrillo Work History
William has been registered as a financial advisor for 5 years.*
U.S. Bancorp Investments, Inc
Compass Bank
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency, Inc
Bbva Securities Inc
Bank Of The West
Bancwest Investment Services
Stifel, Nicolaus And Company
*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 William Carrillo 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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