Carmencita Calaway
Carmencita Calaway is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mission Viejo, CA, with 20 years of industry experience. Carmencita 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
25972 Muirlands Blvd, Mission Viejo, CA, 92691
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Carmencita co-owns a rental vacation home in Grand Cayman Island since 2006 and inherited rental property in Las Pinas, Philippines in 2024. Property managers handle 100% of the management, requiring minimal time commitment from Carmencita.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Newport Coast Asset Management
Newport Coast Securities, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations9 states
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.