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David Earl
21 Years of Experience
Sun City, AZ
1 DisclosureBroker
David Earl is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sun City, AZ, with 21 years of industry experience. David 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
9899 W Bell Rd, Sun City, AZ, 85351
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2019Closed-No Action
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2023 - February 2026 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
June 2023 - February 2026 · 2 yrs 8 mos
Comerica Securities
May 2022 - June 2023 · 1 yr 1 mo
Comerica SecuritiesBroker
May 2022 - June 2023 · 1 yr 1 mo
Pruco Securities, LLC.Broker
April 2021 - May 2022 · 1 yr 1 mo
Prudential Financial Planning Services
April 2021 - May 2022 · 1 yr 1 mo
Bbva Wealth Solutions INC.
January 2017 - March 2021 · 4 yrs 2 mos
Bbva Securities INC.Broker
May 2013 - March 2021 · 7 yrs 10 mos
Bbva Compass Investment Solutions, INCBroker
September 2010 - May 2013 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
July 2005 - July 2010 · 5 yrs
Banc One Securities CorporationBroker
May 2004 - July 2005 · 1 yr 2 mos
State Registrations12 states
AZCACOMNMTNDNETXUTWAWIWY
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.