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David Earl

U.S. Bancorp Advisors, LLC
22 Years of Experience
Phoenix, AZ
1 DisclosureBroker
View SEC Summary
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David Earl is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Phoenix, AZ, with 22 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

3530 W Southern Ave, Phoenix, AZ, 85041

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History

Regulatory History (1)
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Customer Dispute
August 2019
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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 Registrations14 states
AZCACOKYMNMTNDNEORTXUTWAWIWY
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.
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