MD
MD

Maxine Drexler

29 Years of Experience
Pleasanton, CA
Broker

Maxine Drexler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Pleasanton, CA, with 29 years of industry experience. Maxine 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

749 Main St, Pleasanton, CA, 94566

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2011 - February 2026 · 14 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
May 2011 - February 2026 · 14 yrs 9 mos
Chase Investment Services CORP.
May 2009 - April 2011 · 1 yr 11 mos
Chase Investment Services CORP.Broker
May 2009 - April 2011 · 1 yr 11 mos
Wamu Investments, INC.
June 2007 - May 2009 · 1 yr 11 mos
Wamu Investments, INC.Broker
February 2003 - May 2009 · 6 yrs 3 mos
Cal Fed InvestmentsBroker
February 1998 - January 2003 · 4 yrs 11 mos
Eq Financial Consultants, INC.Broker
May 1996 - February 1998 · 1 yr 9 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1996 - February 1998 · 1 yr 9 mos
State Registrations1 state
CA
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.
Maxine Drexler - Financial Advisor | TrueAdvisor