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Shane T Triplett

U.s. Bancorp Advisors, LLC

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About Shane T Triplett

Shane Triplett is a registered representative with U.S. Bancorp Advisors, LLC and has been in the securities industry since 1996. Shane is a seasoned professional with extensive experience in the financial services industry. Shane has held various positions at leading financial institutions, demonstrating a consistent commitment to providing exceptional client service and investment solutions.

Firm Information

Shane Triplett 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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Shane Triplett’s Registration & Firm History

CA

08/05/2005 - Present

U.s. Bancorp Advisors, LLC (LOS ANGELES CA)

SC

04/08/1997 - 08/02/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NA

08/23/1988 - 02/09/1989

THOMAS JAMES ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 04/23/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/29/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shane T Triplett. Review regulatory record here.
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