KP
KP
Kevin Pak
23 Years of Experience
Studio City, CA
1 DisclosureBroker
Kevin Pak is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Studio City, CA, with 23 years of industry experience. Kevin 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
12185 Ventura Blvd, Studio City, CA, 91604
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2002Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
April 2017 - Present · 9 yrs 1 mo
U.S. Bancorp Advisors, LLC
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - April 2017 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - April 2017 · 5 yrs 10 mos
Unionbanc Investment Services, LLC
December 2005 - May 2011 · 5 yrs 5 mos
Unionbanc Investment Services, LLCBroker
December 2005 - May 2011 · 5 yrs 5 mos
Citicorp Investment ServicesBroker
April 2004 - November 2004 · 7 mos
Citicorp Investment Services
April 2004 - November 2004 · 7 mos
Wm Financial Services, INC.Broker
July 2002 - April 2004 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
October 2000 - January 2002 · 1 yr 3 mos
State Registrations9 states
ALAZCAHILANVNYTXWA
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.