Bernadette McCartan, financial advisor Chino CA
93 score

Bernadette McCartan

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Chino, CA Jul 2010 - Current 6
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
Contact Info for Bernadette E. McCartan
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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