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Amanda Riley York

U.s. Bancorp Investments, Inc.

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About Amanda Riley York

Amanda York is a financial advisor with U.S. Bancorp Investments, Inc., based in Statesville, NC. Amanda is a registered representative and investment advisor representative with over one year of experience in the financial services industry. Amanda holds Series 66, Series 7TO, and Series 24 licenses. Amanda specializes in financial planning, portfolio management for individuals and businesses, and provides educational seminars. Amanda previously worked with Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Amanda York is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Amanda York’s Registration & Firm History

MN

10/31/2022 - Present

U.s. Bancorp Investments, Inc. (Saint Paul MN)

NC

08/31/2021 - 10/25/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NC

03/29/2021 - 05/03/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Charlotte NC)

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Licenses & Designations

BOTH

Issued 09/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2022

Series 24 - General Securities Principal Examination

BC

Issued 03/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Riley York.
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