Aimee
Grant
U.S. Bancorp Investments, Inc
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About this Advisor
Aimee Grant is a financial advisor based in Auburn, Washington, working with U.S. Bancorp Investments, Inc. Aimee has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Jp Morgan Securities, LLC, Mufg Union Bank, Unionbanc Investment Services, U.S. Bank, U.S. Bancorp Investments, Inc, and Jp Morgan Chase Bank. Aimee has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Aimee is part of U.S. Bancorp Investments, Inc, which operates out of Auburn, Washington. 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
Aimee Grant Work History
U.S. Bank
U.S. Bancorp Investments, Inc
Mufg Union Bank
Unionbanc Investment Services
Jp Morgan Securities, LLC
Jp Morgan Chase Bank
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Aimee Grant 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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