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Kevin Chang kyun Pak

U.s. Bancorp Advisors, LLC

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About Kevin Chang kyun Pak

Kevin Pak is a financial advisor and registered representative with U.S. Bancorp Advisors, LLC. Kevin Pak has been working in the financial industry since 2000. Kevin Pak is licensed to provide investment advice and securities trading services in Alabama, Arizona, California, Hawaii, Louisiana, Nevada, New York, Texas, and Washington. Kevin Pak is also registered as an Investment Advisor Representative (IAR) in California, New York, and Washington.

Firm Information

Kevin Pak 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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Kevin Pak’s Registration & Firm History

CA

11/23/2021 - Present

U.s. Bancorp Advisors, LLC (STUDIO CITY CA)

CA

06/22/2011 - 04/20/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHERMAN OAKS CA)

CA

12/08/2005 - 05/09/2011

UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)

NY

04/29/2004 - 11/23/2004

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

07/12/2002 - 04/12/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

MN

10/02/2000 - 01/16/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/02/2000 - 01/16/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/20/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Chang kyun Pak. Review regulatory record here.
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