Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Arthur Beggin is an investment advisor representative with Regal Investment Advisors LLC. Lucas has been in the industry since 2014. Lucas has Series 63, 65, 7TO, and SIE licenses. Lucas has a Certified Financial Planner designation. Lucas has been registered with the state of Illinois as an investment advisor representative since 2019. Lucas is also registered with the state of Wisconsin as an investment advisor representative since 2020. Lucas is also an active member of the state of Illinois as a broker-dealer. Lucas is a partner in Lucas Group CPAs+ Advisors, LLC. Lucas has experience in real estate and charitable organizations. Lucas is a member of the Highland College Foundation Board. Lucas has experience working with high net worth individuals, corporations or other businesses, charitable organizations, individuals other than high net worth, and pension and profit sharing plans. Lucas specializes in financial planning, portfolio management for individuals and businesses, selection of other advisers, pension consulting, and educational seminars.
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.
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.
Third party fees
1
2
IL
05/23/2019 - Present
Regal Investment Advisors LLC (Freeport IL)
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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