Namer Nader Fakhoury
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Nov 2021 to Feb 2026
- U.S. BankNov 2021 to Jul 2023
- UnemployedMay 2021 to Nov 2021
- Study SeshAug 2018 to Sep 2019
- JP Morgan Chase BankAug 2017 to May 2021
- JP Morgan Securities LLCAug 2017 to May 2021
- AmazonJul 2017 to Jul 2017
- Massachusetts Mutual Life Insurance CoMar 2017 to Jul 2017
- Verizon WirelessMay 2016 to Dec 2016
- Bank of America, N.A.Mar 2016 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6628767
- Firm CRD
- 14455