Treva
Walker
U.S. Bancorp Investments, Inc
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About this Advisor
Treva Walker is a financial advisor who works out of Owensboro, Kentucky with a total of 16 years of industry experience. Walker is an employee of U.S. Bancorp Investments, Inc. They have been with U.s. Bancorp Investments, Inc for all of their career. Walker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kentucky. U.S. Bancorp Investments, Inc is a financial advisory business operating out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 people on staff. It has $13 billion in assets among its 57,394 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 32 charities and foundations. Of its 57,394 accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management largely are based on which services are offered. However, fees billed by U.S. Bancorp Investments, Inc can be comprised of some combination 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
Treva Walker Work History
Treva has been registered as a financial advisor for 16 years.*
U.S. Bancorp Investments, Inc
*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 Treva Walker 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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