VH
VH
Victor Hernandez
30 Years of Experience
Palm Desert, CA
2 DisclosuresBroker
Victor Hernandez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Palm Desert, CA, with 30 years of industry experience. Victor 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
72260 Hwy 111, Palm Desert, CA, 92260
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2010Settled
Regulatory
March 1998Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
July 2010 - Present · 15 yrs 10 mos
U.S. Bancorp Advisors, LLCBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Wells Fargo Investments, LLC
August 2004 - July 2010 · 5 yrs 11 mos
Wells Fargo Investments, LLCBroker
May 2004 - July 2010 · 6 yrs 2 mos
Wm Financial Services, INC.Broker
February 1998 - May 2004 · 6 yrs 3 mos
Great Western Financial Securities CorporationBroker
March 1996 - May 1998 · 2 yrs 2 mos
Fortis Investors, INC.Broker
January 1996 - March 1996 · 2 mos
State Registrations14 states
AKARAZCAIAMINJNVOHORSCSDWAWY
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.