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 Longino is a financial advisor affiliated with Foundations Investment Advisors LLC. Lucas is registered with the state of Texas as an Investment Advisor Representative (IAR). Lucas has been working in the financial industry since 2011 and has experience providing financial planning services to individuals and businesses. Lucas has also provided marketing and sales for Spectrum Advisory Group, an independent agency that provides accident/disability, cancer and life insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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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AZ
11/30/2017 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 05/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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