Marcia
Secor
U.S. Bancorp Investments, Inc
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About this Advisor
Marcia Secor is a financial advisor based in Saint Paul, Minnesota who has 3 years of relevant experience. Secor is an advisor for U.S. Bancorp Investments, Inc. During their career, the advisor has held roles at B.C. Ziegler And Company, Associated Investment Services, Inc, U.S. Bank and U.S. Bancorp Investments, Inc. Secor has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. 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 employees. It oversees $13 billion in assets between its 57,394 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 32 charities and foundations. Of its 57,394 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a broad 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. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by U.S. Bancorp Investments, Inc most likely are comprised of any 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
Marcia Secor Work History
Marcia has been registered as a financial advisor for 3 years.*
U.S. Bank
U.S. Bancorp Investments, Inc
Associated Investment Services, Inc
B.C. Ziegler And Company
B.C. Ziegler 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 Marcia Secor 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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