Yekaterina Tervinsky
Yekaterina Tervinsky is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Beverly Hills, CA, with 21 years of industry experience. Yekaterina 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
9460 Wilshire Blvd, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Yekaterina is a member of Santa Barbara Serenity LLC, formed to protect private real estate investments. This activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations17 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.