Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
San Diego, CA 92107
Credentials
Series 63, Series 65
Industry experience
16 years
Melissa Margallo is a financial advisor at U.S. Bancorp Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments, Merrill, and Bank of America. Outside of her advisory role, she is a timeshare owner involved in short-term rental activities in Palm Desert and Rancho Mirage, California. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm combines third-party investment managers, technology platforms, and proprietary models to deliver discretionary and non-discretionary portfolio management solutions.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
4827 Newport Ave
San Diego, CA 92107
California · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
FIDELITY INVESTMENTs
2021 - 2023 (2 years)
Merrill
2015 - 2021 (6 years)
Bank Of America, N.a.
2015 - 2021 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Series 65
San Diego, CA
HEDGEWISE
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
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