Marena Tufenkjian
Marena Tufenkjian is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Diego, CA, with 20 years of industry experience. Marena 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
12950 Carmel Country Rd, San Diego, CA, 92130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Marena is a member of Rady Children's Hospital Foundation Estates and Trust Council and The North County Estate Planning Council, dedicating minimal time to each. These activities involve volunteering, advocacy, and networking with other estate planning and financial professionals.
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
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations7 states
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