Lucas Giordano
Lucas Giordano is a registered investment advisor at Ameriprise Financial Services, LLC, based in Woodland, CA, with 21 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
431 Cleveland St, Ste 100, Woodland, CA, 95695
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lucas owns single-family and commercial real estate, including EGSC Property Solutions LLC and Whistle Ranch LLC. He also works as an independent insurance broker and as a general manager for TCB Office Solutions LLC, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
E*trade Securities LLCBroker
State Registrations27 states
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