Edward Mora is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Irvine, CA, with 16 years of industry experience. Edward 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
18300 Von Karman Ave, Irvine, CA, 92612
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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
Edward is a director for Orange County United Way and CEO Leadership Alliance of Orange County, and a member of Project Access and Children's Hospital of Orange County Latino Advisory Council. These activities support their respective missions and require minimal time commitment.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Bny Mellon Securities CorporationBroker
Bny Mellon Securities Corporation
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Investors Capital CORP.Broker
Mutual Service CorporationBroker
Royal Alliance Associates, INC.Broker
Fortis Investors, INC.Broker
State Registrations1 state
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