Denim Mercado is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Irvine, CA, with 19 years of industry experience. Denim 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
18300 Von Karman Ave, Irvine, CA, 92612
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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
Denim is a bookkeeper and director for the S. Weldon Family Foundation, a charitable trust, since 2006. This activity requires minimal time each month.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Trade AppBroker
Capulent LLCBroker
Wnc Capital CorporationBroker
Coastal Capital Markets Group, INC.Broker
Brookstreet Securities CorporationBroker
Nnn Capital CORP.Broker
State Farm Vp Management CORP.Broker
AXA Advisors, LLCBroker
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.