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Beth Dedrick Lawlor

U.s. Bancorp Advisors, LLC

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About Beth Dedrick Lawlor

Beth Dedrick Lawlor is a registered representative with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc. Beth has been in the securities industry since 2008. Beth is a licensed securities professional, with experience in providing financial advice to clients. Beth has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

Firm Information

Beth Lawlor 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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Beth Lawlor’s Registration & Firm History

NJ

01/23/2024 - Present

U.s. Bancorp Advisors, LLC (Short Hills NJ)

NJ

09/22/2016 - 08/24/2018

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

03/06/2013 - 01/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

08/20/2010 - 03/04/2013

MORGAN STANLEY (SHORT HILLS NJ)

NJ

09/19/2008 - 05/11/2010

WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)

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Licenses & Designations

BC

Issued 11/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 08/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Beth Dedrick Lawlor.
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