Maria Carvajal
Maria Carvajal is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Rancho Palos Verdes, CA, with 22 years of industry experience. Maria 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
29051 S Western Ave, Rancho Palos Verdes, CA, 90275
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Maria is an owner/travel agent for Resolana Travel, providing information and conducting sales related to travel services. This activity, which is not investment-related, takes about a quarter of Maria's time.
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.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bny Mellon Capital Markets, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wma Securities, INC.Broker
State Registrations1 state
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