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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian T Lucas is a financial advisor with over 18 years of experience in the financial services industry. Brian currently works with Cuso Financial Services, LP in Cincinnati, OH. Previously Brian worked for Great American Advisors, Inc, Fifth Third Securities, Inc., Red Capital Markets, Inc. and Fidelity Brokerage Services LLC. Brian holds both Series 7 and Series 66 licenses as well as the Series 24 and SIE. Brian specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/28/2012 - Present
Cuso Financial Services, LP (CINCINNATI OH)
OH
05/10/2006 - 05/17/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
09/16/2004 - 05/18/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
04/01/2003 - 09/13/2004
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
RI
11/15/2001 - 10/25/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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