MD
MD

Monica Douglas

14 Years of Experience
Glendale, CA
Broker

Monica Douglas is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 14 years of industry experience. Monica 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 Investments, INC.Broker
December 2025 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
December 2025 - Present · 5 mos
U.S. Bancorp Investments, INC.
December 2025 - Present · 5 mos
U.S. Bancorp Advisors, LLC
December 2025 - Present · 5 mos
U.S. Bancorp Advisors, LLC
December 2025 - Present · 5 mos
Previous Registrations
Advice and Planning Services
October 2016 - October 2025 · 9 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2016 - October 2025 · 9 yrs
Vanguard Advisers INC
August 2014 - September 2016 · 2 yrs 1 mo
Vanguard Marketing CorporationBroker
November 2011 - September 2016 · 4 yrs 10 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Monica Douglas - Financial Advisor | TrueAdvisor