BS
BS
Bruce Stava
37 Years of Experience
Lynwood, CA
1 DisclosureBroker
Bruce Stava is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lynwood, CA, with 37 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location
3645 Imperial Hwy, Lynwood, CA, 90262
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2004Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2023 - Present · 3 yrs
U.S. Bancorp Advisors, LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Ef Legacy Securities, LLCBroker
March 2020 - November 2023 · 3 yrs 8 mos
TD Ameritrade, INC.
August 2016 - November 2018 · 2 yrs 3 mos
TD Ameritrade Investment Management, LLC
August 2016 - November 2018 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
August 2016 - November 2018 · 2 yrs 3 mos
First Brokerage America, L.L.C.
April 2011 - July 2015 · 4 yrs 3 mos
First Brokerage America, L.L.C.Broker
June 2006 - July 2015 · 9 yrs 1 mo
Dfc Investor ServicesBroker
May 2006 - June 2006 · 1 mo
Dfc Investor Services
April 2006 - June 2006 · 2 mos
Wm Financial Services, INC.Broker
September 1997 - August 2004 · 6 yrs 11 mos
Great Western Financial Securities CorporationBroker
May 1996 - May 1998 · 2 yrs
Financial Horizons Securities CorporationBroker
August 1993 - October 1995 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
October 1990 - May 1996 · 5 yrs 7 mos
American Express Financial Advisors INC.Broker
December 1986 - October 1990 · 3 yrs 10 mos
Integrated Resources Equity CorporationBroker
January 1985 - December 1986 · 1 yr 11 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.