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Joice Victoria Lee

U.s. Bancorp Advisors, LLC

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About Joice Victoria Lee

Joice Victoria Lee is a registered representative with U.S. Bancorp Advisors, LLC, and has been in the industry since 2001. Joice Victoria Lee is licensed in 26 states and holds the Series 66, Series 7, and SIE exams. Joice Victoria Lee specializes in providing portfolio management services for individuals and businesses. U.S. Bancorp Advisors, LLC has been providing advisory services since 1998, and has offices in Glendale, CA.

Firm Information

Joice 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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Joice Lee’s Registration & Firm History

CA

06/08/2017 - Present

U.s. Bancorp Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/30/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joice Victoria Lee.
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