Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lucas is a financial advisor with over 30 years of experience in the industry. David is currently registered with Ameritas Advisory Services, LLC, where David provides a range of financial services, including financial planning, pension consulting, and portfolio management. David previously held positions with Carillon Investments, Inc., and Sentra Securities Corporation. David holds the Series 6, 7, 63, and 65 licenses and the SIE. David works with a variety 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.
Solicitor fees
1
2
CA
08/23/2024 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
CA
10/26/1998 - 06/30/2006
CARILLON INVESTMENTS, INC. (DANVILLE CA)
AZ
04/04/1991 - 10/28/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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