Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Upland, CA 91784
Credentials
Series 63, Series 65
Industry experience
14 years
Robert Gil is a financial advisor at U.S. Bancorp Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, MUFG Union Bank, and Unionbanc Investment Services. Outside of his advisory role, he volunteers with the Archdiocese of Los Angeles as a Volunteer Coordinator and Lay Minister. 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 employs a combination of third-party investment managers, technology platforms, and proprietary models to manage portfolios with both discretionary and non-discretionary authority.
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.
2115 Baseline Rd
Upland, CA 91784
California · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2019 - 2026 (7 years)
U.S. Bank
2019 - 2021 (2 years)
Unionbanc Investment Services
2018 - 2019 (1 year)
MUFG Union Bank
2018 - 2019 (1 year)
Wells Fargo Clearing
2016 - 2018 (2 years)
WELLS FARGO Advisors, LLC
2011 - 2016 (5 years)
Wells Fargo Bank N.a.
2009 - 2018 (9 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Fund sponsor
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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.
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