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Jaclyn Kathleen Lucas

Allstate Financial Services, LLC

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About Jaclyn Kathleen Lucas

Jaclyn Kathleen Lucas is a registered representative with Allstate Financial Services, LLC and has been in the industry since August 2008. Jaclyn holds the Series 6, Series 63, and SIE licenses. Jaclyn is registered to conduct business in North Carolina.

Firm Information

Jaclyn Lucas is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jaclyn Lucas’s Registration & Firm History

NC

08/22/2008 - Present

Allstate Financial Services, LLC (Apex NC)

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Licenses & Designations

BC

Issued 08/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Kathleen Lucas.
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