Lincoln Lewis Granberg
Investment adviser representative at Avantia Investment Services, LLC
10 yearsExperience
1 stateRegistered in
$119.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Avantia Investment Services, LLCApr 2025 to now
- Fehu MiningMar 2020 to now
- KhagosJun 2021 to Mar 2025
- King's College LondonSep 2017 to Jul 2020
- Fera At ClaridgesAug 2017 to Aug 2017
- N/aMay 2017 to Aug 2017
- University of Washington TacomaOct 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Avantia Investment Services, LLC
$119.1MAssets managed
30Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8075185
- Firm CRD
- 307869