Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Zubrod is an investment advisor representative who has been in the financial industry since April 1999. Lucas is currently registered with Vanguard Advisers, Inc. Lucas has passed the Series 7, Series 63, Series 65, and SIE exams. Lucas is a Certified Financial Planner. Lucas is also a board member and treasurer for Lake Wylie Lutheran Church. Lucas specializes in providing financial advice and portfolio management services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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.
1
2
NC
01/07/2009 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
WI
10/20/1999 - 08/01/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
04/07/1999 - 10/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/07/1999 - 10/22/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucas Zubrod is the right advisor for you? Invested Better is here to help.
