Gavin Carter is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 31 years of industry experience. Gavin 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
1331 Rosecrans St, San Diego, CA, 92106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gavin is a non-managing member of Inspire Solutions, LLC, which manufactures tool-making machines. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Atlas Securities, INC.Broker
First Allied Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
Planner's Independent Management, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations17 states
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