Edward Herrera
Edward Herrera is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Beverly Hills, CA, with 23 years of industry experience. Edward 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
9460 Wilshire Blvd, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business Activities
Edward is a silent investor in Local Grind Coffee + Cafe, owned by his brother and sister-in-law. He dedicates no time to this non-investment related activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations24 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.
Exams
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