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Eugene Lee

U.s. Bancorp Advisors, LLC

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About Eugene Lee

Eugene Lee is a financial advisor with over 10 years of experience in the financial services industry. Eugene is registered with U.S. Bancorp Advisors, LLC and has offices in Fullerton and La Habra, California. Eugene is also registered as an investment advisor representative in Arizona, California and Texas. Eugene previously worked at J.P. Morgan Securities LLC and RIM Securities LLC. Eugene holds the Series 7, Series 66 and SIE licenses. Eugene focuses on providing financial planning, portfolio management and selection of other advisors for businesses and individuals. Eugene has experience working with high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans.

Firm Information

Eugene 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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Eugene Lee’s Registration & Firm History

CA

07/28/2020 - Present

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

CA

12/11/2014 - 01/25/2017

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

CA

11/04/2013 - 12/04/2014

RIM SECURITIES LLC (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 03/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene Lee.
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