Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Lucas is a financial advisor with Stifel, Nicolaus & Company, Inc. Bobby has been in the financial services industry since 1999 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Bobby holds a Series 7, Series 31, and Series 66 license, as well as the Series SIE. Bobby also holds the Certified Financial Planner designation. Bobby provides a range of financial planning services, including investment management, retirement planning, college savings planning, and estate planning. Bobby is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (ABILENE TX)
TX
01/01/2008 - 06/05/2020
WELLS FARGO CLEARING SERVICES, LLC (ABILENE TX)
TX
01/10/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABILENE TX)
NY
01/07/1999 - 01/15/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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