AG
AG

Alejandro Garcia

13 Years of Experience
Sacramento, CA
Broker

Alejandro Garcia is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sacramento, CA, with 13 years of industry experience. Alejandro 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.

Loading...

Location

950 Florin Rd, Sacramento, CA, 95831

Get directions

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.

Learn about disclosures →
Employment 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.Broker
June 2021 - February 2026 · 4 yrs 8 mos
U.S. Bancorp Investments, INC.
June 2021 - February 2026 · 4 yrs 8 mos
Bancwest Investment Services, INC. (bwis)
May 2016 - June 2021 · 5 yrs 1 mo
Bancwest Investment Services, INC.Broker
April 2016 - June 2021 · 5 yrs 2 mos
Scottrade, INC.Broker
June 2012 - April 2016 · 3 yrs 10 mos
State Registrations4 states
CAHINVWI
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.
Alejandro Garcia - Financial Advisor | TrueAdvisor