Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daric? Claim Your ProfileDaric Lucero is a financial advisor with LPL Financial LLC. Daric is a licensed investment advisor representative and has been in the financial industry since 2007. Previously, Daric worked at Associated Securities Corp. and Sagepoint Financial, Inc. Daric holds a Series 7, 24, and 66 licenses. Daric is registered to provide investment advice in 29 states. In addition to investment advice, Daric also offers financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
OR
03/22/2024 - Present
LPL Financial LLC (ASHLAND OR)
OR
06/03/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ASHLAND OR)
OR
05/18/2007 - 06/10/2009
SAGEPOINT FINANCIAL, INC. (ASHLAND OR)
BOTH
Issued 08/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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