Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Baker is an Investment Advisor Representative with Quotient Wealth Partners, LLC in Irving, TX. Lucas has been in the financial services industry since January 2021. Lucas is a Series 65 registered representative and has been registered with the state of Texas since January 2024. Lucas has a specialization in financial planning, portfolio management, and selection of other advisers. Lucas is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
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TX
01/25/2024 - Present
Quotient Wealth Partners, LLC (Irving TX)
IA
Issued 01/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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