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George Leyba Yanez

U.s. Bancorp Advisors, LLC

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About George Leyba Yanez

George Leyba Yanez is a financial advisor with over 15 years of experience in the industry. George is currently registered with U.S. Bancorp Advisors, LLC in Arizona and California. George holds several industry licenses including Series 7, 9, 10, 52, 63, and 66. Previously, George worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. George specializes in providing investment advice for individuals, businesses, pension and profit-sharing plans, and charitable organizations.

Firm Information

George Yanez 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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George Yanez’s Registration & Firm History

AZ

08/08/2019 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

10/10/2007 - 08/01/2019

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 06/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/16/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Leyba Yanez.
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