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Angel Estrada

10 Years of Experience
Chula Vista, CA
Broker

Angel Estrada is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chula Vista, CA, with 10 years of industry experience. Angel 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

410 H St, Chula Vista, CA, 91910

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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 Advisors, LLC
May 2018 - Present · 8 yrs 4 mos
U.S. Bancorp Advisors, LLC
May 2018 - Present · 8 yrs 4 mos
U.S. Bancorp Advisors, LLCBroker
May 2018 - Present · 8 yrs 4 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
September 2016 - April 2018 · 1 yr 7 mos
TD Ameritrade, INC.
September 2016 - April 2018 · 1 yr 7 mos
TD Ameritrade, INC.Broker
September 2016 - April 2018 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
April 2015 - August 2016 · 1 yr 4 mos
State Registrations26 states
ALARAZCACOFLGAHIIDMNMONCNJNMNVNYOHORRISCTNTXUTVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.