Marilu Hernandez (CRD# 5122445) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Victorville, CA and has over 17 years of experience in the finance industry.
CRD# 1105623
Next Financial Group, Inc.
CRD# 5273806
Edward Jones
CRD# 4759122
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Victorville, CA | Nov 2018 - Current | 5 |
| U.s. Bank | Victorville, CA | Oct 2021 - Dec 2022 | 1 |
| Bank Of America N.a. | Apple Valley, CA | Nov 2015 - Nov 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Apple Valley, CA | Nov 2015 - Nov 2018 | 3 |
| Unionbanc Investment Services | Phelan, CA | Nov 2012 - Nov 2015 | 3 |
| Union Bank | Phelan, CA | Sep 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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, WY
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