Alice Huang is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Milpitas, CA, with 13 years of industry experience. Alice 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
11 S Milpitas Blvd, Milpitas, CA, 95035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alice co-owns two rental properties in Newark, CA, since 2011 and 2023 respectively. She dedicates minimal time to these activities as she has no active duties.
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.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations5 states
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