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Sharon Donna Azgour

U.s. Bancorp Advisors, LLC

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About Sharon Donna Azgour

Sharon Donna Azgour is a financial advisor with over 25 years of experience in the industry. Sharon is registered with U.S. Bancorp Advisors, LLC and has worked for several other financial institutions, including WAMU Investments, Inc., Jackson National Life Distributors, Inc., and CitiCorp Investment Services. Sharon holds several licenses, including Series 63, 66, and 7. Sharon specializes in providing portfolio management services for individuals and businesses.

Firm Information

Sharon Azgour 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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Sharon Azgour’s Registration & Firm History

CA

11/05/2015 - Present

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

CA

06/06/2002 - 09/24/2008

WAMU INVESTMENTS, INC. (LOS ANGELES CA)

TN

12/20/2000 - 02/01/2002

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

NY

11/08/1999 - 03/19/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MA

07/12/1999 - 11/03/1999

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

07/09/1997 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

MI

02/20/1996 - 04/03/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 10/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Sharon Donna Azgour. Review regulatory record here.
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