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Charles Anthony Vickery

U.s. Bancorp Investments, Inc.

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About Charles Anthony Vickery

Charles Vickery is a registered investment advisor representative with U.S. Bancorp Investments, Inc.. Charles has been in the securities industry since July 2015. Charles is registered in 19 states and has passed the Series 6, 7, 63, and 65 exams. Charles specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. U.S. Bancorp Investments, Inc. is a registered investment advisor firm with more than $15 billion in assets under management. The firm provides investment advisory services to individuals, businesses, and institutions.

Firm Information

Charles Vickery 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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Charles Vickery’s Registration & Firm History

CA

06/12/2024 - Present

U.s. Bancorp Investments, Inc. (Newport Beach CA)

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Licenses & Designations

IA

Issued 01/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/20/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Anthony Vickery.
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