Gilbert Gil, financial advisor Irvine CA
93 score

Gilbert Gil

CRD Number: 5546204
Current Firm: U.s. Bancorp Investments, Inc.

Gilbert Gil (CRD# 5546204) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Irvine, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Irvine, CA Jun 2017 - Current < 1
Bank Of America, N.a. Chula Vista, CA Apr 2016 - Jun 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chula Vista, CA Apr 2016 - Jun 2017 1
U.s. Bancorp Investments, Inc. San Diego, CA Jan 2010 - Mar 2016 6
U.s. Bank San Diego, CA Jan 2010 - May 2010 < 1
Florence Freedom Florence, KY Feb 2009 - Jan 2010 < 1
Edward Jones St. Louis, MO Jun 2008 - Feb 2009 < 1
Sos Security San Diego, CA Dec 2007 - Jun 2008 < 1
Myg Events San Diego, CA Dec 2007 - May 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Gilbert A. Gil
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
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)
  • Publication of periodicals or newsletters
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, WY

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

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