Marlo CarpioCRD Number: 3161657
Current Firm: U.s. Bancorp Investments, Inc.
Marlo Carpio (CRD# 3161657) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Elkhorn, WI and has over 18 years of experience in the finance industry.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
Robert W. Baird & Company Incorporated
|U.s. Bancorp Investments, Inc.||Lake Geneva, WI||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2005|
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