Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Sims is a registered representative with U.S. Bancorp Investments, Inc. in Sacramento, CA. Lucy has been in the financial services industry since August 2006. Lucy holds the Series 66 license. Lucy has previously worked with Wells Fargo Bank, Wells Fargo Advisors LLC, and Wells Fargo Clearing Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
01/01/2025 - Present
U.s. Bancorp Investments, Inc. (Sacramento CA)
Active
Inactive
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