Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lucart is a financial advisor at Charles Schwab & CO., Inc. Adam has been in the industry for over 10 years and is registered to offer securities and investment advisory services in 53 states and the District of Columbia. Adam is a Series 7 and Series 66 licensed representative with a SIE designation. Adam is also the President/Owner of TRUNIBER LLC, a real estate and property management company. Adam joined Charles Schwab & CO., Inc. in August 2018. Prior to that, Adam was employed with Fidelity Brokerage 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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/29/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/17/2017 - 08/15/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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