Shaun Moore is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Portland, OR, with 6 years of industry experience. Shaun 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
900 SW 5th Ave, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shaun serves as a board member for Goodwill Industries, spending minimal time. He also owns two rental properties, dedicating minimal time to each, as they are managed by a property management company.
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.
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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