Deborah Lee-Kavousi
Deborah Lee-Kavousi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Los Gatos, CA, with 21 years of industry experience. Deborah 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
127 N Santa Cruz, Los Gatos, CA, 95030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deborah co-owns an AirBnB property in San Jose, CA with her spouse since June 2022. She spends about 10-20% of her time on upkeep and vetting guests.
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.
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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