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Algernon Tu
15 Years of Experience
Vancouver, WA
1 DisclosureBroker
Algernon Tu is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Vancouver, WA, with 15 years of industry experience. Algernon 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
13001 NE Hwy 99, Vancouver, WA, 98686
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2020Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2020 - February 2026 · 5 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2020 - February 2026 · 5 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2020 · 7 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - June 2020 · 7 yrs 8 mos
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
April 2011 - October 2012 · 1 yr 6 mos
Chase Investment Services CORP.Broker
April 2010 - June 2010 · 2 mos
State Registrations8 states
CACOIDMNOKORUTWA
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.