Gregory Scott Lester

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 10/2025
  Lpl Financial, Llc
  Beaverton, OR
• 05/2017 → 10/2025
  Cross Financial Advisors, Llc
  Beaverton, OR
• 10/2025 → Present
  Osaic Wealth, Inc.
  Post Falls, ID

Previous Registrations

• 2017-06-29 → 2025-12-05
  Cross Financial Advisors
  Portland, OR
• 2012-10-22 → 2017-12-21
  Lpl Financial Llc
  Portland, OR
  Post Falls, ID
  Portland, OR
• 2009-06-01 → 2012-07-05
  Edward Jones
  St Louis, MO
  Hillsboro, OR
  Beaverton, OR
  Hillsboro, OR

Other Businesses

1. CROSS INLAND WEALTH MANAGEMENT POSITION: Wealth Advisor/Branch Manager/Co-Founder NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 11/04/2022 ADDRESS: 4555 E Marble Fox Ave, Post Falls ID 83854, United States DESCRIPTION: Account/asset management, financial planning, Life Insurance, Annuities, Long term care, etc. 2. 7/5/2017 - Cross Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 07/15/2017 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/10/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 10/24/2022 - Cross Inland Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/04/2022 - 180 Hours Per Month/130 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-29

Other Names

• Greg Scott Lester