Elaine Lee is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Santa Barbara, CA, with 20 years of industry experience. Elaine 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
24 E Carrillo St, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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