MH
MH

Marilu Hernandez

18 Years of Experience
Victorville, CA
Broker

Marilu Hernandez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Victorville, CA, with 18 years of industry experience. Marilu 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

14821 7th St, Victorville, CA, 92395

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
August 2024 - Present · 1 yr 9 mos
U.S. Bancorp Advisors, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2018 - August 2024 · 5 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
November 2018 - August 2024 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - November 2018 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - November 2018 · 2 yrs 11 mos
Unionbanc Investment Services, LLC
November 2012 - November 2015 · 3 yrs
Unionbanc Investment Services, LLCBroker
November 2012 - November 2015 · 3 yrs
Wells Fargo Advisors, LLC
March 2012 - August 2012 · 5 mos
Wells Fargo Advisors, LLCBroker
March 2012 - August 2012 · 5 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2011 - October 2011 · 9 mos
Bancwest Investment Services, INC.Broker
January 2011 - October 2011 · 9 mos
Chase Investment Services CORP.Broker
May 2009 - January 2011 · 1 yr 8 mos
Chase Investment Services CORP.
May 2009 - January 2011 · 1 yr 8 mos
Wamu Investments, INC.
February 2009 - May 2009 · 3 mos
Wamu Investments, INC.Broker
January 2009 - May 2009 · 4 mos
John Hancock Advisers, LLC
December 2008 - January 2009 · 1 mo
John Hancock Distributors LLCBroker
October 2008 - January 2009 · 3 mos
Wamu Investments, INC.
October 2006 - August 2008 · 1 yr 10 mos
Wamu Investments, INC.Broker
June 2006 - August 2008 · 2 yrs 2 mos
State Registrations1 state
CA
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.