Terri Shaw Whobrey
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.Nov 2024 to Feb 2026
- Fidelity InvestmentsJan 2023 to Nov 2024
- PNC InvestmentsNov 2021 to Jan 2023
- Bank of America, N.A.Jul 2019 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Nov 2021
- Robert Half/acount TempsJan 2019 to Apr 2019
- Tt RepairsOct 2017 to Dec 2018
- JcpsAug 2014 to Sep 2017
- University of LouisvilleJun 2014 to Dec 2016
- Business ConsultingJun 2013 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7111131
- Firm CRD
- 14455