Gregory Lebar
Gregory Lebar is a registered investment advisor at Truist Advisory Services, INC., based in Sarasota, FL, with 39 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1777 Main St, Fl 7, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2005Customer Dispute
July 1999Customer Dispute
April 1999Other Business Activities
Gregory is a board member and finance committee member for Resiliant Retreat, a non-profit organization offering treatment for trauma victims. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Barnett Investments, INC.Broker
Invest Financial CorporationBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.