CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 4700969
Western International Securities
CRD# 6139451
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Thousand Oaks, CA | Nov 2023 - Current | < 1 |
| Fsc Securities Corporation | Thousand Oaks, CA | Aug 2022 - Nov 2023 | 1 |
| Western International Securities, Inc. | Pasadena, CA | Apr 2015 - Aug 2022 | 7 |
| Malibu Canyon Landscape & Maintenance, Inc. | Simi Valley, CA | May 1998 - Mar 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CA
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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