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Lucas Eli Nettles

Revo Financial, LLC

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About Lucas Eli Nettles

Lucas Eli Nettles is a financial professional with a passion for helping individuals achieve their financial goals. Lucas holds the Series 65 license and is a Certified Financial Planner. Lucas is registered with Revo Financial, LLC in Oklahoma and Texas. Lucas specializes in financial planning, portfolio management for individuals, and publication of periodicals. Revo Financial, LLC is a financial advisory firm that provides financial planning, investment management, and other services. Revo Financial, LLC has offices in Bartlesville, Oklahoma and Montgomery, Texas.

Firm Information

Lucas Nettles is currently registered with Revo Financial, LLC. Revo Financial, LLC is a financial advisory firm that provides a range of services, including financial planning, portfolio management for individuals, and publication of periodicals. The firm manages approximately $118,570,330 in assets for 190 clients, including high-net-worth individuals and individuals other than high-net-worth. They have a team of 4 licensed agents and 3 investment advisor representatives.

$118.57M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of assets under advisement

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Lucas Nettles’s Registration & Firm History

OK

11/30/2018 - Present

Revo Financial, LLC (BARTLESVILLE OK)

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Licenses & Designations

IA

Issued 11/30/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Eli Nettles.
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