Janice
Dickinson

U.S. Bancorp Investments, Inc

CRD#2318452
Investment Advisor
in Spokane, WA

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About this Advisor

Janice Dickinson is a financial advisor based in Spokane, Washington who has 12 years of relevant experience. Dickinson currently works for U.S. Bancorp Investments, Inc. They have spent their complete time as a financial advisor at U.s. Bancorp Investments, Inc. Dickinson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California and Washington. U.S. Bancorp Investments, Inc is an advisory firm based out of Saint Paul, MN. The firm has offices in 1,657 locations and a total of 1,987 advisors. It oversees $13 billion in total assets across its 57,394 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 32 charitable organizations. Of its 57,394 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. U.S. Bancorp Investments, Inc has a broad array 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 charged by financial advisors largely vary depending on the type of services. However, fee types charged by U.S. Bancorp Investments, Inc likely include some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

7307 North Division Street
Spokane, WA 99208

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U.S. Bancorp Investments, Inc Brokerage Details

Total Assets Under Management

$13,392,108,393

WA Average: $5,289,111,388
Total Number of Employees

1,987

WA Average: 157
Total Number of Accounts

57,394

WA Average: 8,262
Average Account Size

$233,336

WA Average: $640,173

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

Janice Dickinson Work History

Janice has been registered as a financial advisor for 12 years.*

2010 - Present (14 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 Janice Dickinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at U.S. Bancorp Investments, Inc

Clayton Reed
Mackay, ID
Teresa Lassandro
Nampa, ID
John Schmitt
Madison, WI
Philip Etling
Cincinnati, OH
Jennifer Luney
Spokane, WA
Tyson Scofield
San Francisco, CA
Casey Nelson
Saint Louis, MO
Seth Thiele
Sioux City, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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