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Andrew Robert Rogerson

U.s. Bancorp Advisors, LLC

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About Andrew Robert Rogerson

Andrew Rogerson is a financial advisor who has been in the industry since 2002. Andrew is currently registered with U.S. Bancorp Advisors, LLC in Los Angeles, CA. Andrew has previously been registered with Oppenheimer & Co. Inc., Wells Fargo Securities, LLC, Wells Fargo Institutional Securities, LLC, Wells Fargo Brokerage Services, L.L.C., and Tradition (Government Securities) Inc. Andrew holds the Series 63, Series 7 and SIE licenses.

Firm Information

Andrew Rogerson is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

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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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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Andrew Rogerson’s Registration & Firm History

CA

03/08/2018 - Present

U.s. Bancorp Advisors, LLC (LOS ANGELES CA)

CA

08/17/2017 - 02/09/2018

OPPENHEIMER & CO. INC. (LOS ANGELES CA)

CA

07/28/2011 - 06/23/2017

WELLS FARGO SECURITIES, LLC (LOS ANGELES CA)

CA

12/11/2003 - 03/02/2015

WELLS FARGO INSTITUTIONAL SECURITIES, LLC (LOS ANGELES CA)

CA

10/27/2005 - 03/16/2006

WELLS FARGO BROKERAGE SERVICES, L.L.C. (LOS ANGELES CA)

NY

01/23/1995 - 09/26/1996

TRADITION (GOVERNMENT SECURITIES) INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Andrew Robert Rogerson. Review regulatory record here.
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