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Aylisa Lisa Pakhchanian

U.s. Bancorp Advisors, LLC

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About Aylisa Lisa Pakhchanian

Aylisa Pakhchanian is a financial advisor with U.S. Bancorp Advisors, LLC. Aylisa has been in the financial industry since 2010 and has experience working with a variety of clients, including individuals, corporations, and institutions. Aylisa is registered with the state of California as an Investment Advisor Representative and a Registered Representative. Aylisa has Series 7, 63, 66, 24 and 53 licenses.

Firm Information

Aylisa Pakhchanian 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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Aylisa Pakhchanian’s Registration & Firm History

CA

10/16/2015 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

CA

04/08/2015 - 10/02/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)

CA

12/16/2004 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)

NY

08/06/2004 - 10/11/2004

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 05/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/03/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/08/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aylisa Lisa Pakhchanian.
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