Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Andrew Mosher is a financial advisor with SP Asset Management LLC. Lucas has been in the industry for several years and holds several licenses and certifications. His expertise spans various investment areas, including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Lucas's experience includes previous roles at WELLS FARGO CLEARING SERVICES, LLC and Portsmouth Financial Services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
02/01/2023 - Present
SP Asset Management LLC (CUPERTINO CA)
CA
09/09/2016 - 06/25/2018
WELLS FARGO CLEARING SERVICES, LLC (MENLO PARK CA)
CA
08/09/2016 - 08/17/2016
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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