Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Charles Fox is a financial advisor at Edward Jones. Lucas has been in the financial services industry since 2011 and has experience with The Huntington Investment Company, ProEquities, Inc., and W&S Brokerage Services, Inc. Lucas is registered in multiple states including Ohio, Texas, California, Colorado, Florida, Georgia, Indiana, South Carolina, Utah, Virginia, Washington, and West Virginia. Lucas holds Series 7, 66, and SIE securities licenses. Lucas provides financial planning and portfolio management services to individuals, businesses, and retirement plans. Lucas is committed to helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
OH
06/02/2022 - Present
Edward Jones (SUGARCREEK OH)
OH
11/08/2017 - 10/09/2018
PROEQUITIES, INC. (KIDRON OH)
OH
09/08/2016 - 10/16/2017
THE HUNTINGTON INVESTMENT COMPANY (SUGARCREEK OH)
OH
08/13/2012 - 05/02/2016
THE HUNTINGTON INVESTMENT COMPANY (BOLIVAR OH)
OH
07/13/2011 - 08/09/2012
W&S BROKERAGE SERVICES, INC. (DOVER OH)
OH
03/08/2010 - 09/23/2010
EDWARD JONES (DOVER OH)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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