Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Fields is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Lucas is a registered representative in Ohio and Texas, and Lucas holds the Series 7, Series 66, and SIE securities licenses. Lucas has been working in the financial industry since 2007 and has experience providing financial advice to individuals, businesses, and pension plans. Lucas specializes in helping clients with financial planning, investment management, and retirement planning. Lucas is a coach for the Worthington Christian High School girls soccer team, and Lucas also serves on the advisory board for the Worthington Christian Endowment Board.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
04/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (WORTHINGTON OH)
BOTH
Issued 09/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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