Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callie? Claim Your ProfileCallie Joellen Lucas is a financial advisor with Gallagher Fiduciary Advisors, LLC. Callie has been working in the financial services industry since 2016 and is registered with the state of Texas as an Investment Advisor Representative. She is also registered as a Broker-Dealer in 10 states. Callie holds the Series 6, Series 63, and Series 65 licenses and has passed the SIE exam. Callie has experience working with both individuals and businesses and specializes in financial planning, portfolio management, and pension consulting. Callie’s previous experience includes working with Triad Advisors LLC and Kestra Investment 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d misc. for explanation
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
TX
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Houston TX)
TX
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Houston TX)
TX
09/26/2016 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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