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Dale C Spahr

U.s. Bancorp Advisors, LLC

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About Dale C Spahr

Dale Spahr is a financial advisor registered with U.S. Bancorp Advisors, LLC, located in Tempe, Arizona. Dale has been in the financial services industry since 1994. Dale is licensed to provide financial advice in Arizona, California, Louisiana, New York, Oregon, South Carolina, Texas and Washington. Dale's firm offers investment advisory services for businesses and individuals.

Firm Information

Dale Spahr 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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Dale Spahr’s Registration & Firm History

AZ

01/30/2023 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

01/09/1997 - 09/19/2022

CHARLES SCHWAB & CO., INC. (Tucson AZ)

MO

12/05/1996 - 01/01/1997

SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)

TX

02/07/1994 - 12/02/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 01/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/23/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dale C Spahr. Review regulatory record here.
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