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Deborah Lee-kavousi

U.s. Bancorp Investments, Inc.

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About Deborah Lee-kavousi

Deborah Lee-kavousi is a financial advisor at U.S. Bancorp Investments, Inc. Deborah is a registered investment advisor with over 15 years of experience in the financial services industry. Deborah has a Series 7 and Series 66 license and a SIE exam. Deborah's specializations include investments, insurance, retirement planning, and college savings. Deborah is a graduate of the University of California, Berkeley and holds a Bachelor of Arts degree in Economics. Deborah is also a Certified Financial Planner (CFP).

Firm Information

Deborah Lee-kavousi 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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Deborah Lee-kavousi’s Registration & Firm History

CA

05/16/2019 - Present

U.s. Bancorp Investments, Inc. (Los Gatos CA)

CA

04/09/2013 - 04/09/2019

UNIONBANC INVESTMENT SERVICES, LLC (SARATOGA CA)

CA

02/14/2007 - 12/18/2012

COMERICA SECURITIES (SAN JOSE CA)

CA

11/13/2003 - 10/31/2006

WELLS FARGO INVESTMENTS, LLC (LOS GATOS CA)

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Licenses & Designations

BOTH

Issued 04/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Lee-kavousi.
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