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Boo Song

U.S. Bancorp Advisors, LLC
21 Years of Experience
Seattle, WA
1 DisclosureBroker
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Boo Song is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 21 years of industry experience. Boo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

1420 5th Ave, Seattle, WA, 98101

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2012
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2013 - Present · 13 yrs
U.S. Bancorp Advisors, LLCBroker
October 2013 - Present · 13 yrs
Previous Registrations
Cetera Investment Services LLCBroker
March 2013 - October 2013 · 7 mos
Cetera Investment Services LLC
March 2013 - October 2013 · 7 mos
Strategic Advisers, INC.
January 2007 - July 2012 · 5 yrs 6 mos
Fidelity Brokerage Services LLCBroker
December 2004 - July 2012 · 7 yrs 7 mos
State Registrations27 states
AKAZCACOCTDCFLHIIDILMDMIMNMSMTNCNMNVNYOKORTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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