Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lucas is a registered investment advisor representative with State Farm Investment Management Corp. in Streator, Illinois. Chad holds the Series 6, Series 63, and Series 65 licenses, in addition to the Securities Industry Essentials (SIE) exam. Chad has been in the financial services industry since 2014. Chad Lucas is also an agent with Chad Lucas's Insurance Agency, a State Farm Mutual Automobile Insurance Company affiliate. Chad is available to work with clients in Streator, Ottawa, and Minooka, Illinois.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
05/01/2023 - Present
State Farm Investment Management Corp. (Streator IL)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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