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Christine Therese Delaney

U.s. Bancorp Advisors, LLC

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About Christine Therese Delaney

Christine Delaney is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Christine has been working in the industry since 1993. Christine has Series 6, 7, 24, 63, 66, SIE and 79TO licenses. Christine has been registered with U.S. Bancorp Advisors, LLC since 2006, but Christine has prior experience at WM Financial Services, Inc. and Transamerica Financial Advisors, Inc. Christine's firm manages assets for high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Christine's firm primarily provides portfolio management for businesses and individuals.

Firm Information

Christine Delaney 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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Christine Delaney’s Registration & Firm History

CA

11/19/2012 - Present

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

CA

07/08/2019 - 03/11/2020

INTREPID INVESTMENT BANKERS LLC (GLENDALE CA)

CA

04/21/2005 - 07/17/2006

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

08/08/2000 - 04/15/2005

TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)

CA

05/01/1998 - 08/07/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

05/21/1996 - 05/01/1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NY

02/05/1993 - 05/03/1996

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 11/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1995

Series 7 - General Securities Representative Examination

BC

Issued 11/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christine Therese Delaney.
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