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Andrew Todd Beasley

U.s. Bancorp Investments, Inc.

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About Andrew Todd Beasley

Andrew Beasley is a financial advisor with over 25 years of experience in the industry. Andrew currently works at U.S. Bancorp Investments, Inc. in Nashville, Tennessee. Andrew is registered with the state of Tennessee as a Registered Representative (RA) and Investment Advisor Representative (IAR). In addition, Andrew is also registered with the Financial Industry Regulatory Authority (FINRA) and has licenses for Series 63, 65, and 7 exams, and the Securities Industry Essentials (SIE) exam. Previously, Andrew has worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc., WM Financial Services, Inc., and Griffin Financial Services.

Firm Information

Andrew Beasley 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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Andrew Beasley’s Registration & Firm History

TN

04/30/2019 - Present

U.s. Bancorp Investments, Inc. (Nashville TN)

CA

01/03/2011 - 05/01/2019

WELLS FARGO CLEARING SERVICES, LLC (ORANGE CA)

CA

05/02/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (ORANGE CA)

CA

01/02/2001 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

CA

01/01/1999 - 12/19/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

NA

12/22/1997 - 01/01/1999

GRIFFIN FINANCIAL SERVICES

CA

12/20/1995 - 12/11/1997

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NY

01/26/1995 - 10/18/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Todd Beasley. Review regulatory record here.
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