Esmeralda Angulo
Esmeralda Angulo is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Klamath Falls, OR, with 21 years of industry experience. Esmeralda 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
3720 S Sixth St, Klamath Falls, OR, 97603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Esmeralda volunteers for Sacred Heart Catholic School and seeks to join their Advisory Council, dedicating a few hours per week. She also seeks to be an advisory member for Providence Service Area Advisory Committee, dedicating minimal time, and owns rental property, spending minimal time collecting rent and maintaining the property.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Wm Financial Services, INC.Broker
State Registrations12 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.