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Marina Adamson

U.s. Bancorp Advisors, LLC

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About Marina Adamson

Marina Adamson is a financial advisor with U.S. Bancorp Advisors, LLC. Marina has been in the financial services industry since 2000. Marina is registered with the following states: Arizona, California, Oregon and Washington. She has a Series 7, Series 9, Series 10, Series 24, and Series 66 license. Marina's primary location is in Tempe, Arizona. Prior to joining U.S. Bancorp Advisors, LLC, Marina worked for Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Wells Fargo Securities Inc.

Firm Information

Marina Adamson 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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Marina Adamson’s Registration & Firm History

AZ

02/26/2013 - Present

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

CA

01/03/2011 - 11/15/2012

WELLS FARGO ADVISORS, LLC (OXNARD CA)

CA

05/02/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)

CA

09/05/2000 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 03/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2014

Series 24 - General Securities Principal Examination

BC

Issued 07/02/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/23/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marina Adamson.
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