Barry Wellins
Barry Wellins is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Francisco, CA, with 9 years of industry experience. Barry 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
1 California St, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barry is a yoga instructor at CorePower Yoga and Hot 8 Yoga, teaching several classes per week. He also serves as a board member for Filoli, a historical country house and nature preserve, dedicating minimal time each month.
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
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
State Registrations1 state
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