LD
LD

Lara Deutchman

24 Years of Experience
Los Angeles, CA
Broker

Lara Deutchman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Los Angeles, CA, with 24 years of industry experience. Lara 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

4032 Centinela Ave, Los Angeles, CA, 90066

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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
May 2012 - Present · 14 yrs 2 mos
U.S. Bancorp Advisors, LLCBroker
May 2012 - Present · 14 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
May 2010 - May 2012 · 2 yrs
LPL Financial LLC
May 2010 - May 2012 · 2 yrs
Securities America, INC.Broker
July 2009 - April 2010 · 9 mos
Ameriprise Financial Services, INC.
May 2009 - April 2010 · 11 mos
Ameriprise Financial Services, INC.Broker
May 2009 - April 2010 · 11 mos
Wamu Investments, INC.
April 2005 - May 2009 · 4 yrs 1 mo
Wamu Investments, INC.Broker
April 2005 - May 2009 · 4 yrs 1 mo
Morgan Stanley
December 2003 - November 2004 · 11 mos
Morgan Stanley Dw INC.Broker
May 2003 - November 2004 · 1 yr 6 mos
Fahnestock & CO. INC.Broker
January 2003 - February 2003 · 1 mo
Cibc World Markets CORP.Broker
December 2001 - January 2003 · 1 yr 1 mo
J.P. Morgan Securities INC.Broker
September 2000 - October 2001 · 1 yr 1 mo
State Registrations22 states
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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.