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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Thouvenin is a financial advisor with Fisher Investments. Lucas has been in the financial services industry for over 10 years, and has a wide range of experience in investment advising. Lucas holds multiple FINRA licenses including Series 7, 6, 63, 65, 24 and 53, as well as the SIE. Lucas has a strong commitment to helping clients achieve their financial goals, and is dedicated to providing personalized service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
02/17/2022 - Present
Fisher Investments (TAMPA FL)
FL
10/03/2018 - 02/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
09/27/2018 - 02/11/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
11/24/2009 - 10/08/2018
ONEAMERICA SECURITIES, INC. (MARYLAND HEIGHTS MO)
IA
Issued 01/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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