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Gavin Lee Weaver

U.s. Bancorp Investments, Inc.

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About Gavin Lee Weaver

Gavin Weaver is a financial advisor with U.S. Bancorp Investments, Inc., and has been in the industry since August 14, 2014. Gavin is a licensed advisor in Oregon and Washington and has a Series 6, 7TO, and 63 license. Gavin is also a registered representative with FINRA and a member of the state of Oregon. U.S. Bancorp Investments, Inc. is a financial services company that provides investment advice and financial planning services. They are also registered with the Securities and Exchange Commission (SEC) and are a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Gavin Weaver 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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Gavin Weaver’s Registration & Firm History

OR

08/18/2020 - Present

U.s. Bancorp Investments, Inc. (Clackamas OR)

OR

08/01/2018 - 03/17/2020

J.P. MORGAN SECURITIES LLC (EUGENE OR)

OR

10/01/2012 - 09/30/2016

J.P. MORGAN SECURITIES LLC (ROSEBURG OR)

OR

05/15/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (KLAMATH FALLS OR)

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Licenses & Designations

BC

Issued 05/22/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gavin Lee Weaver.
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