Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Evan Glass is a registered investment advisor representative with &partners, LLC. Lucas has been in the financial services industry since 2005. Lucas is registered in Illinois and Missouri. Lucas holds Series 7, 9, 10, 66 and SIE licenses. Lucas previously worked for WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Lucas specializes in portfolio management for individuals and businesses, financial planning and providing educational seminars.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
10/12/2023 - Present
&partners (NASHVILLE TN)
MO
01/01/2008 - 08/31/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
04/14/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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