Bernadette McCartanCRD Number: 4593651
Current Firm: U.s. Bancorp Investments, Inc.
Bernadette McCartan (CRD# 4593651) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chino, CA and has over 14 years of experience in the finance industry.
Jst Investment Consulting
Eclectic Associates, Inc.
Asset Planning, Inc.
|U.s. Bancorp Investments, Inc.||Chino, CA||Jul 2010 - Current||7|
|Chase Investment Services Corp.||Los Angeles, CA||May 2009 - Jun 2010||1|
|Washington Mutual||Montebello, CA||Sep 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV