RP
RP

Robert Pavel

10 Years of Experience
Studio City, CA
Broker

Robert Pavel is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Studio City, CA, with 10 years of industry experience. Robert 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

12185 Ventura Blvd, Studio City, CA, 91604

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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
January 2024 - Present · 2 yrs 6 mos
U.S. Bancorp Advisors, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2023 - August 2023 · 3 mos
Unionbanc Investment Services, LLCBroker
March 2019 - May 2023 · 4 yrs 2 mos
J.P. Morgan Securities LLCBroker
September 2015 - January 2019 · 3 yrs 4 mos
State Registrations2 states
CATN
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.
Robert Pavel - Financial Advisor | TrueAdvisor