Sheila
Powell
U.S. Bancorp Investments, Inc
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About this Advisor
Sheila Powell is a financial advisor based in Portland, Oregon, working with U.S. Bancorp Investments, Inc. Sheila has previously held a position at U.S. Bancorp Investments, Inc. Sheila has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Sheila is part of U.S. Bancorp Investments, Inc, which operates out of Portland, Oregon. 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
Sheila Powell Work History
U.S. Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Sheila Powell 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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