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Rina Saldana
14 Years of Experience
Cerritos, CA
1 DisclosureBroker
Rina Saldana is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cerritos, CA, with 14 years of industry experience. Rina 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
11350 South St, Cerritos, CA, 90703
Get directionsHistory
Regulatory History (1)
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Criminal
November 1997Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2011 - Present · 14 yrs 7 mos
U.S. Bancorp Advisors, LLCBroker
June 2011 - Present · 14 yrs 11 mos
State Registrations12 states
AZCAFLMIMNNVNYOHORTNTXWI
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.