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Eugene Min Lee

U.s. Bancorp Advisors, LLC

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About Eugene Min Lee

Eugene Min Lee is an investment advisor representative with u.s. Bancorp Advisors, LLC in Glendale, CA. Eugene has been in the industry since April 27, 2009. Eugene holds the Series 7, Series 66, and Series 24 licenses. Eugene is registered to provide investment advice in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maryland, Michigan, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, and Rhode Island. Eugene has previously worked with MORGAN STANLEY SMITH BARNEY, ZECCO TRADING, INC., and AMERIPRISE FINANCIAL SERVICES, INC.

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

05/25/2012 - Present

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

CA

01/03/2012 - 06/06/2012

MORGAN STANLEY SMITH BARNEY (ONTARIO CA)

CA

09/03/2009 - 11/29/2011

ZECCO TRADING, INC. (GLENDALE CA)

CA

02/06/2008 - 04/29/2008

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

CA

10/04/2007 - 12/21/2007

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 12/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eugene Min Lee.
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