Unclaimed Profile

Shane T Triplett

U.S. BANCORP ADVISORS, LLC·GLENDALE, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63U.S. BANCORP ADVISORS, LLC

800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 1865319Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shane T Triplett · GLENDALE, CA

Registration

CRD #1865319 · U.S. BANCORP ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

U.S. BANCORP ADVISORS, LLC

CRD 14455 · SEC 801-70084

AUM

$1.4B

Regulatory assets under management

Employees

238

3,901 client accounts

Services offered by U.S. BANCORP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at U.S. BANCORP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shane T Triplett offer?

Shane T Triplett specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.

What are Shane T Triplett's credentials?

Shane T Triplett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane T Triplett located?

Shane T Triplett is based in GLENDALE, California, working with U.S. BANCORP ADVISORS, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Shane T Triplett charge for services?

Shane T Triplett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. BANCORP ADVISORS, LLC?

U.S. BANCORP ADVISORS, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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