Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Roberson is an Investment Advisor Representative at Captrust. Lucas has been in the financial industry since 2014. Lucas is a licensed Investment Advisor Representative in North Carolina and Texas. Lucas earned the Series 65 license in 2022. Lucas is a strong advocate for clients and provides financial planning, portfolio management, and pension consulting services. Lucas is a member of the Captrust team and has been with them since 2024.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
01/14/2025 - Present
Captrust (Raleigh NC)
IA
Issued 04/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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