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Lindahl Larry Lucas

Davinci Wealth Management, Inc.

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About Lindahl Larry Lucas

Lindahl Larry Lucas is an Investment Advisor Representative registered with Davinci Wealth Management, Inc. based in Valencia, CA. Lindahl is a licensed Investment Advisor Representative. Lindahl has been working in the financial services industry since 2005, with experience at Woodbury Financial Services, Inc., Lucas Insurance Services, Inc., and Financial & Tax Architects. Lucas's areas of specialization include financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Lindahl Lucas is currently registered with Davinci Wealth Management, Inc.. Davinci Wealth Management, Inc. is an investment advisor that provides financial planning, educational seminars, and portfolio management services to individuals. The firm has 2 licensed agents and 2 investment advisor representatives.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lindahl Lucas’s Registration & Firm History

CA

01/03/2024 - Present

Davinci Wealth Management, Inc. (VALENCIA CA)

CA

01/25/2007 - 10/01/2008

WOODBURY FINANCIAL SERVICES, INC. (SANTA CLARITA CA)

CA

05/24/2005 - 11/30/2006

WOODBURY FINANCIAL SERVICES, INC. (ORANGE CA)

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Licenses & Designations

IA

Issued 08/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Lindahl Larry Lucas. Review regulatory record here.
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