Michelle Swint is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Torrance, CA, with 17 years of industry experience. Michelle 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
990 W 190th St, Torrance, CA, 90502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a senior star member with Young Living Essential Oils since 2016, hosting educational classes and primarily using the business for wholesale discounts and personal use. She is also a market partner with Monat Global since 2020, introducing hair and skin care products to friends and family and hosting events at home; each activity takes a few hours per week.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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