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Lucas Curtis McLean

Robinhood Financial, LLC

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About Lucas Curtis McLean

Lucas McLean is a financial professional with over 4 years of experience in the industry. Lucas is currently registered with Robinhood Financial, LLC and holds Series 3, 7TO, and SIE licenses. Lucas has a strong track record of providing financial advice to clients in a variety of areas. Lucas has previously worked with Fidelity Brokerage Services LLC and Edward Jones.

Firm Information

Lucas McLean is currently registered with Robinhood Financial, LLC. Robinhood Financial, LLC is a Limited Liability Company formed in August 2012. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Robinhood Financial, LLC has been the subject of 52 regulatory events and 5 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lucas McLean’s Registration & Firm History

CO

04/10/2023 - Present

Robinhood Financial, LLC (Denver CO)

CO

11/15/2022 - 03/15/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

CO

09/01/2020 - 08/09/2022

ROBINHOOD FINANCIAL, LLC (Denver CO)

VT

03/02/2019 - 07/21/2020

EDWARD JONES (ST ALBANS VT)

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Licenses & Designations

BOTH

Issued 03/23/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2024

Series 3 - National Commodity Futures Examination

BC

Issued 03/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Curtis McLean.
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