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Joel A Barbee

U.s. Bancorp Advisors, LLC

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About Joel A Barbee

Joel Barbee is an investment advisor representative with U.s. Bancorp Advisors, LLC in Manhattan Beach, CA. Joel has been in the industry since 2008 and has a range of experience working with various clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Joel specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Joel Barbee 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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Joel Barbee’s Registration & Firm History

CA

10/27/2021 - Present

U.s. Bancorp Advisors, LLC (MANHATTAN BEACH CA)

MO

04/26/2021 - 08/31/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

CA

01/03/2011 - 02/22/2018

WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)

CA

11/12/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 09/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/27/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel A Barbee.
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