CI
CI
Christy Isordia
17 Years of Experience
Norwalk, CA
1 DisclosureBroker
Christy Isordia is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Norwalk, CA, with 17 years of industry experience. Christy 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.
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
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Location
13928 Pioneer Blvd, Norwalk, CA, 90650
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2022Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2022 - February 2026 · 3 yrs 2 mos
U.S. Bancorp Investments, INC.
December 2022 - February 2026 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLC
April 2017 - November 2022 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
April 2017 - November 2022 · 5 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2017 · 4 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2017 · 4 yrs 6 mos
Chase Investment Services CORP.Broker
April 2010 - October 2012 · 2 yrs 6 mos
Chase Investment Services CORP.
April 2010 - October 2012 · 2 yrs 6 mos
Wells Fargo Investments, LLC
October 2008 - March 2010 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
September 2008 - March 2010 · 1 yr 6 mos
State Registrations6 states
AZCAFLMONYPA
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.
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