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David Inhyuk Lee

U.s. Bancorp Advisors, LLC

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About David Inhyuk Lee

David Inhyuk Lee is a financial professional with over 20 years of experience in the industry. David has a broad range of experience having worked with firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., Intersecurities, Inc., and Next Financial Group, Inc. David currently works at U.S. Bancorp Advisors, LLC where he is registered as an Investment Advisor Representative and a Registered Representative in California and Nevada.

Firm Information

David Lee 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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David Lee’s Registration & Firm History

CA

10/20/2015 - Present

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

CA

10/01/2012 - 12/02/2014

J.P. MORGAN SECURITIES LLC (PASADENA CA)

CA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (PASADENA CA)

CA

10/19/2004 - 05/02/2009

WAMU INVESTMENTS, INC. (PASADENA CA)

FL

10/25/2002 - 09/08/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

TX

04/25/2002 - 10/28/2002

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

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Licenses & Designations

IA

Issued 06/24/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/24/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Inhyuk Lee. Review regulatory record here.
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