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Brandon Linster

26 Years of Experience
Encinitas, CA
1 DisclosureBroker

Brandon Linster is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Encinitas, CA, with 26 years of industry experience. Brandon 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

247 N El Camino Real, Encinitas, CA, 92024

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2012
Denied
Other Business Activities

Brandon owns Lister Enterprises, a disk jockey and entertainment service, since 2022. He spends minimal time on this non-investment related business.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
September 2002 - Present · 23 yrs 8 mos
U.S. Bancorp Advisors, LLC
September 2002 - Present · 23 yrs 8 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
December 1998 - September 2001 · 2 yrs 9 mos
State Registrations24 states
AKARAZCACOCTDCFLHIIDILMEMINJNMNVNYOHORSCTNTXUTWA
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.
Brandon Linster - Financial Advisor | TrueAdvisor