Luiz Souto-Maior is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Madras, OR, with 34 years of industry experience. Luiz 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
42 SW C St, Madras, OR, 97741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luiz is the sole owner and President/Member of Overseas Realty, LLC, a rental real estate business in Tulum, Mexico, but currently has no active duties. He is also a board member of the Kiwanis Club in Redmond, OR, dedicating minimal time to reviewing grants and projects.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Aig Retirement Advisors, INC.Broker
Aig Retirement Advisors, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Standard New York Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Hamilton Investments, INC.Broker
Calvert Securities CorporationBroker
Phoenix Equity Planning CorporationBroker
Derand Investment Corporation of AmericaBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.