AP
AP

Aylisa Pakhchanian

15 Years of Experience
Glendale, CA
Broker

Aylisa Pakhchanian is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 15 years of industry experience. Aylisa 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 N Brand Blvd, Glendale, CA, 91203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Aylisa owns Lotus888 LLC, a pet grooming and product retail store/salon in Burbank, CA. She spends about 10-20% of her time on supply ordering and business financials, with an onsite manager handling day-to-day operations.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2015 - Present · 10 yrs 7 mos
U.S. Bancorp Advisors, LLC
October 2015 - Present · 10 yrs 7 mos
U.S. Bancorp Advisors, LLCBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2015 - October 2015 · 6 mos
Banc of America Investment Services, INC.Broker
December 2004 - April 2009 · 4 yrs 4 mos
Citicorp Investment ServicesBroker
August 2004 - October 2004 · 2 mos
State Registrations3 states
CAORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.