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Quinton Espinosa

U.s. Bancorp Investments, Inc.

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About Quinton Espinosa

Quinton Espinosa is a financial advisor with U.S. Bancorp Investments, Inc. based in Newport Beach, CA. Quinton has been working in the financial services industry since October 2021. Quinton holds Series 7, SIE, 63, and 65 licenses. Quinton's areas of expertise include financial planning, portfolio management, and publication of periodicals. Quinton is registered with the states of Arizona, California, Delaware, Florida, Nevada, Oregon, Texas, and Washington. Quinton was previously registered with Goldman Sachs & Co. LLC.

Firm Information

Quinton Espinosa is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

12b-1,networking&shareholder serv,product partner arrangements

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Quinton Espinosa’s Registration & Firm History

CA

12/11/2024 - Present

U.s. Bancorp Investments, Inc. (Ladera Ranch CA)

CA

10/15/2021 - 04/06/2023

GOLDMAN SACHS & CO. LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 09/10/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/31/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Quinton Espinosa.
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