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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lucas is a financial advisor with Avantax Advisory Services. Jeffrey has been in the industry since May 2013 and has worked for several other firms during that time. Jeffrey is a Certified Financial Planner and has worked with a variety of clients including individuals, families, and businesses. Jeffrey helps clients with financial planning, investment management, insurance, and estate planning. Jeffrey holds Series 6, 7, 63, and 66 securities licenses and is registered with the state of Ohio. Jeffrey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
TX
11/02/2023 - Present
Avantax Advisory Services (DALLAS TX)
OH
11/23/2021 - 11/22/2023
IFP SECURITIES, LLC (Powell OH)
IL
04/28/2021 - 11/29/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
07/27/2016 - 05/24/2019
KEY INVESTMENT SERVICES LLC (DUBLIN OH)
OH
08/23/2013 - 06/17/2016
THE HUNTINGTON INVESTMENT COMPANY (Hilliard OH)
OH
02/21/2013 - 05/29/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS OH)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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