Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Bryan Hunt is a financial advisor with LPL Financial LLC. Lucas has been in the financial industry since 2008 and holds Series 6, 7, and 63 licenses. Lucas is registered with the state of Pennsylvania and has been with LPL Financial LLC since 2014. Before joining LPL Financial LLC, Lucas worked for OBS Brokerage Services, Inc. and Waddell & Reed, Inc..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/05/2014 - Present
LPL Financial LLC (SEVEN FIELDS PA)
OH
05/18/2010 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (WHITEHOUSE OH)
PA
07/10/2007 - 01/08/2010
WADDELL & REED, INC. (PITTSBURGH PA)
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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