MA
MA

Marina Adamson

25 Years of Experience
Tempe, AZ
Broker

Marina Adamson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tempe, AZ, with 25 years of industry experience. Marina 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

1101 W Washington St, Tempe, AZ, 85281

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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, LLCBroker
February 2013 - Present · 13 yrs 3 mos
U.S. Bancorp Advisors, LLC
February 2013 - Present · 13 yrs 3 mos
U.S. Bancorp Advisors, LLC
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - November 2012 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2012 · 1 yr 10 mos
Wells Fargo Investments, LLC
March 2005 - January 2011 · 5 yrs 10 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
September 2000 - May 2001 · 8 mos
State Registrations4 states
AZCAORWA
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.