Ivanhoe Samuels
Ivanhoe Samuels is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Orange, CA, with 13 years of industry experience. Ivanhoe is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
500 Main St, Orange, CA, 92868
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2014Judgment / Lien
August 2013Other Business Activities
Ivanhoe is the owner and teacher at IS Jiu Jitsu, a martial arts training business, since 2011. This non-investment related activity takes minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
Primerica Advisors
PFS Investments INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
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