GM
GM
Gilbert Melgoza
32 Years of Experience
San Carlos, CA
2 DisclosuresBroker
Gilbert Melgoza is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Carlos, CA, with 32 years of industry experience. Gilbert 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
799 Laurel St, San Carlos, CA, 94070
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2019Settled
Customer Dispute
November 2010Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
November 2000 - Present · 25 yrs 6 mos
U.S. Bancorp Advisors, LLCBroker
April 1996 - Present · 30 yrs 1 mo
Previous Registrations
Bancal Investment Services, INC.Broker
March 1994 - April 1996 · 2 yrs 1 mo
State Registrations10 states
CACOINKYMDMTNCNJNVOR
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.