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Greg Thomas Barbula

U.s. Bancorp Advisors, LLC

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About Greg Thomas Barbula

Greg Barbula is a financial professional with over 25 years of experience in the industry. Greg is currently a registered representative and investment advisor representative with U.S. Bancorp Advisors, LLC in Glendale, CA. Greg has a wide range of experience in the financial services industry, and is dedicated to helping clients achieve their financial goals. Greg is licensed to provide securities and investment advisory services in all 50 states.

Firm Information

Greg Barbula is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Greg Barbula’s Registration & Firm History

CA

04/08/1999 - Present

U.s. Bancorp Advisors, LLC (GLENDALE CA)

CA

02/08/1999 - 05/06/1999

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

08/03/1993 - 12/31/1998

GLENFED BROKERAGE SERVICES (GLENDALE CA)

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Licenses & Designations

BC

Issued 09/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg Thomas Barbula.
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