ES
CFP
ES
CFP

Evan Seibly

18 Years of Experience
Glendale, CA
Broker

Evan Seibly is a CFP-designated registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 18 years of industry experience. Evan 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

800 N Brand Blvd, Glendale, CA, 91203

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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
June 2010 - Present · 15 yrs 11 mos
U.S. Bancorp Advisors, LLCBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2010 · 8 mos
Banc of America Investment Services, INC.
March 2008 - October 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
November 2007 - October 2009 · 1 yr 11 mos
State Registrations18 states
CACOCTHIIDMAMDNCNENVNYORPASCUTVAVTWA
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.
Evan Seibly - Financial Advisor | TrueAdvisor