TrueAdvisor
TrueAdvisor
RS
RS

Rina Saldana

U.S. Bancorp Advisors, LLC
15 Years of Experience
Cerritos, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Rina Saldana is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cerritos, CA, with 15 years of industry experience. Rina 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
View Full SEC Brochure

Location

11350 South St, Cerritos, CA, 90703

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
October 2011 - Present · 15 yrs
U.S. Bancorp Advisors, LLCBroker
June 2011 - Present · 15 yrs 4 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.
More Advisors
More financial advisors in Cerritos, CA →All financial advisors in California →