Shane Fallot is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Issaquah, WA, with 23 years of industry experience. Shane 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
1295 NW Gilman Blvd, Issaquah, WA, 98027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Investrust Consulting, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J.p.morgan Securities INC.
J.p.morgan Securities INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
Bluestone Capital Partners, L.P.Broker
State Registrations1 state
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