Joseph Lamont
Joseph Lamont is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9184 Winton Rd, Cincinnati, OH, 45231
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business Activities
Joseph coaches the Cincinnati West Side Bombers Baseball team since 2019. He dedicates a few hours per week to coaching, signing checks, and collecting fees.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.