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Craig Granger Burrell

U.s. Bancorp Advisors, LLC

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About Craig Granger Burrell

Craig Burrell is a financial advisor with U.S. Bancorp Advisors, LLC, and has been in the industry since 2002. Craig specializes in providing financial advice to individuals, businesses, and investment companies. Craig is registered with the state of California and Idaho. U.S. Bancorp Advisors, LLC is a registered investment advisor that provides financial services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm manages over $1.3 billion in assets under management.

Firm Information

Craig Burrell 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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Craig Burrell’s Registration & Firm History

CA

03/31/2004 - Present

U.s. Bancorp Advisors, LLC (LOS ANGELES CA)

NC

07/30/2002 - 03/25/2004

WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)

MN

07/30/2002 - 12/31/2002

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Granger Burrell. Review regulatory record here.
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