Juan Villavicencio (CRD# 2895627) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 25 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unionbanc Investment Services | Los Angeles, CA | May 1997 - Current | 27 |
| Uboc Investment Services | Los Angeles, CA | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,387MILLIONS
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Total Number of Accounts3,901ACCOUNTS
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Average Account Value$355,591
- A percentage of assets under your management
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