Namer Fakhoury is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Banning, CA, with 8 years of industry experience. Namer 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 S Highland Springs Ave, Banning, CA, 92220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Namer was an officer candidate and member to the IAC DOD in the United States Army National Guard from November 2021 to June 2023 and August 2024. This commitment required 72 hours per month plus two weeks of annual training for four months.
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
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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