James Tyrrell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sarasota, FL, with 14 years of industry experience. James 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
1800 2nd St, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James serves on the Board of Trustees for the St. Louis Public Library Foundation, providing program support. This activity requires minimal time each month.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bkd Wealth Advisors, LLC
Cap Pro Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Pfic Securities CorporationBroker
Magna InvestmentsBroker
State Registrations2 states
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.