BS
BS
Boo Song
20 Years of Experience
Seattle, WA
1 DisclosureBroker
Boo Song is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Seattle, WA, with 20 years of industry experience. Boo 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
1420 5th Ave, Seattle, WA, 98101
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Regulatory History (1)
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Employment Separation After Allegations
June 2012Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2013 - Present · 12 yrs 7 mos
U.S. Bancorp Advisors, LLCBroker
October 2013 - Present · 12 yrs 7 mos
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
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.