Greg Lewis is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 7 years of industry experience. Greg 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
800 N Brand Blvd, Glendale, CA, 91203
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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 Activities
Greg rents out his personal car on Turo in Montrose, CO, dedicating minimal time to dropping off, picking up, and cleaning the car. This activity is not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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