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Patricia Adair Kerman

U.s. Bancorp Advisors, LLC

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About Patricia Adair Kerman

Patricia Kerman is a registered representative at U.S. Bancorp Advisors, LLC. Patricia has been in the securities industry for over two years and has experience in the financial planning and investment advisory fields. She has worked with clients in various industries and has a proven track record of success. Patricia holds the Series 7, 63, and 66 licenses and has a strong understanding of the investment landscape. She is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Patricia Kerman 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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Patricia Kerman’s Registration & Firm History

CA

03/12/2024 - Present

U.s. Bancorp Advisors, LLC (Palm Desert CA)

CA

05/04/2022 - 05/19/2023

PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)

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Licenses & Designations

BOTH

Issued 03/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/04/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Adair Kerman.
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