Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Los Angeles, CA 90042
Credentials
Series 63, Series 66
Industry experience
28 years
Sharon Azgour is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with U.S. Bancorp Advisors since 2009. U.S. Bancorp Advisors provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and unified managed accounts, combining third-party investment managers and technology platforms to implement client strategies.
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.
6301 N Figueroa St
Los Angeles, CA 90042
California · Texas
U.S. Bancorp Advisors, LLC
2009 - Present (17 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
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.
Series 63, Series 65
Los Angeles, CA
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CFP®, Series 63, Series 65
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HFM Advisors
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