Edwin Velasquez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Charlotte, NC, with 1 years of industry experience. Edwin 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
9836 Rea Rd, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edwin works as a cashier at Reid's Fine Foods in Charlotte, NC. This activity, which is not investment-related, takes about a quarter of his 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
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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