Tom Choi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Irvine, CA, with 7 years of industry experience. Tom 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
4180 Barranca Parkway, Irvine, CA, 92604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tom is a member and administrator of Napal Company LLC, providing website development, maintenance, bookkeeping, and accounting services. This non-investment related activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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