Terri
Whobrey
U.S. Bancorp Investments, Inc
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About this Advisor
Terri Whobrey is a financial advisor based in Louisville, Kentucky, working with U.S. Bancorp Investments, Inc. Terri has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Louisville, Jcps, Tt Repairs, Robert Half/Acount Temps, Business Consulting, D&T Auto Repair, Bank Of America, N.A, Pnc Investments, Fidelity Investments, and U.S. Bancorp Investments, Inc. Terri has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Terri is part of U.S. Bancorp Investments, Inc, which operates out of Louisville, Kentucky. The firm has 1,645 offices and 2,152 employees. The firm manages assets totaling $19.3 billion and serves both charitable organizations and high-net-worth clients. 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
$19,296,734,956
2,152
66,996
$288,028
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
Terri Whobrey Work History
U.S. Bancorp Investments, Inc
Fidelity Investments
Pnc Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Robert Half/Acount Temps
Bank Of America, N.A
Tt Repairs
University Of Louisville
Jcps
Business Consulting
D&T Auto Repair
Disclosures
Please visit the SEC profile of Terri Whobrey 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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