Danny Lopez

Financial advisor at U.S. Bancorp Advisors, LLC · Clackamas, OR

Last updated 2026-10-10

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Danny Lopez is a financial advisor at U.S. Bancorp Advisors, LLC in Clackamas, OR, CRD 7050308. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2020-07-16.

Registration

CRD number
7050308
Registration status
Active
IAPD registration
2020-07-16
Industry Experience
6 years
Work Experience
13 years
States registered
OR

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2013-09 to 2019-02 · Fred Meyer · Sandy, OR
  • 2019-01 to 2020-06 · AXA Advisors, LLC · Portland, OR
  • 2019-01 to 2020-07 · Equitable Advisors, LLC · Portland, OR
  • 2019-12 to 2020-06 · Whole Foods Amazon · Portland, OR
  • 2020-07 to 2023-09 · Jp Morgan Chase Bank, N.A. · Portland, OR
  • 2020-07 to 2023-09 · Jp Morgan Securities, LLC · Portland, OR
  • 2023-09 to 2026-02 · U.S. Bancorp Investments, Inc. · Portlant, OR
  • 2026-02 to Present · U.S. Bancorp Advisors, LLC · Clackamas, OR

Current employment

SEC IAPD record for Danny Lopez

U.S. Bancorp Advisors, LLC

Regulatory AUM
$1,796,069,079
Registered advisors
1,157
Offices
1,914
Clients per advisor
2.9 (Low)
Average AUM per client
$537.3K (Low)
High-net-worth client ratio
13.0% (Low)

U.S. Bancorp Advisors, LLC: advisors, services and reported ETF investments

About

Danny Lopez is a financial advisor at U.S. Bancorp Advisors, LLC in Clackamas, OR. Reported securities licenses include Series 63 and Series 66. The latest record indicates 6 years of industry experience and 13 years of reported work history. Reported roles include U.S. Bancorp Investments, Inc., Jp Morgan Chase Bank, N.A., Jp Morgan Securities, LLC, Equitable Advisors, LLC, among others.

SEC disclosures list additional business and community activities: Lopez Collection; Not Investment-Related; Portland.

U.S. Bancorp Advisors, LLC's firm-level Form ADV reports 1,157 advisors across 1,914 offices; approximately 2.9 clients per advisor, average assets per client of $537,263, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by U.S. Bancorp Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Banking or Thrift Institution
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

11521 Sunnyside Rd, Clackamas, OR 97015

2 advisors at this office.

U.S. Bancorp Advisors office in Clackamas, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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