Lucas Bell, financial advisor Cincinnati OH

Lucas Bell

CRD Number: 6928573
Current Firm: U.s. Bancorp Investments, Inc.

Lucas Bell (CRD# 6928573) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cincinnati, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Cincinnati, OH May 2021 - Current 2
U.s. Bank Cincinnati, OH May 2021 - Current 2
Jpmorgan Chase Bank, N.a. Cincinnati, OH Sep 2019 - Apr 2021 1
J.p. Morgan Securities LLC Cincinnati, OH Sep 2019 - Apr 2021 1
Boca Restaurant Group Cincinnati, OH May 2019 - Oct 2019 < 1
Fifth Third Securities, Inc. Cincinnati, OH Mar 2018 - Sep 2019 1
Fifth Third Bank Cincinnati, OH Apr 2013 - Sep 2019 6
Tinas Bar Cincinnati, OH Aug 2016 - Oct 2017 1
Wild Mikes American Eatery Cincinnati, OH May 2010 - Aug 2016 6
Kmk Law Cincinnati, OH Jul 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2018
S65 NASAA Investment Advisors Law Examination Oct 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lucas J. Bell
Phone Number: 800-888-4700
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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