Paul Nalbandian is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16880 Bernardo Center Dr, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a board member of the Boys and Girls Club Foundation of San Diego since 2019, dedicating minimal time to the role. He participates in the selection of strategies and tactics taken by the foundation.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Cal Fed InvestmentsBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Db Alex. Brown LLCBroker
Dean Witter Reynolds INC.Broker
First Interstate Investments,inc.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Gna Securities, INC.Broker
First Interregional Equity CORP.Broker
State Registrations1 state
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