Leann Gilmore is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Vancouver, WA, with 18 years of industry experience. Leann 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
1613 Broadway, Vancouver, WA, 98663
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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.
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Leann is a member of the Professional Advisory Council for the Southwest Washington Community Foundation since 2020. She dedicates minimal time to this non-investment related activity, attending meetings and discussing community needs.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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