Danny Lopez
Investment adviser representative at U.S. Bancorp Advisors, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Sep 2023 to Feb 2026
- JP Morgan Chase Bank, N.A.Jul 2020 to Sep 2023
- JP Morgan Securities, LLCJul 2020 to Sep 2023
- Whole Foods AmazonDec 2019 to Jun 2020
- Equitable Advisors, LLCJan 2019 to Jul 2020
- AXA Advisors, LLCJan 2019 to Jun 2020
- Fred MeyerSep 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7050308
- Firm CRD
- 14455