Eric
Warren
U.S. Bancorp Investments, Inc
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About this Advisor
Eric Warren is a financial advisor based out of Seattle, Washington who has 17 years of relevant experience. Warren is on the advisory team at U.S. Bancorp Investments, Inc. They have spent their complete career at U.s. Bancorp Investments, Inc. Warren maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. U.S. Bancorp Investments, Inc is a company that has its headquarters in Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 financial advisors. It manages $13 billion in assets under management among its 57,394 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 32 charities and foundations. Of its 57,394 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a number 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. A financial advisor's fee schedules typically are based on which services are provided. Fee types billed by U.S. Bancorp Investments, Inc can include 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
Eric Warren Work History
Eric has been registered as a financial advisor for 17 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 Eric Warren 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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