Carlos AriasCRD Number: 3174333
Current Firm: U.s. Bancorp Investments, Inc.
Carlos Arias (CRD# 3174333) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Claremont, CA and has over 24 years of experience in the finance industry.
Grove Point Advisors, LLC
Householder Group Estate & Retirement Specialists
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|U.s. Bancorp Investments, Inc.||Claremont, CA||Jun 2004 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management13,392MILLIONS
Total Number of Accounts57,394ACCOUNTS
Average Account Value$233,336
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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