Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Harper is an experienced financial advisor with over 12 years of experience in the industry. Lucas is currently registered with Sanders Morris LLC and is a Registered Representative and Investment Advisor Representative. Lucas holds Series 63, SIE, and Series 7 licenses and has experience working with high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. Prior to joining Sanders Morris LLC, Lucas was employed at XT Capital Partners, LLC, GrandFund Investment Group, LLC, Professional Funds Distributor, LLC, Coast Asset Securities LLC and Investor Force Securities, Inc. Lucas specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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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2
TX
01/19/2023 - Present
Sanders Morris LLC (Dallas TX)
CT
03/02/2020 - 09/15/2020
XT CAPITAL PARTNERS, LLC (WESTPORT CT)
NV
07/30/2015 - 04/08/2018
GRANDFUND INVESTMENT GROUP, LLC (RENO NV)
NV
05/12/2010 - 08/02/2013
GRANDFUND INVESTMENT GROUP, LLC (RENO NV)
ME
10/02/2006 - 12/16/2008
PROFESSIONAL FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
CA
01/12/2004 - 03/18/2005
COAST ASSET SECURITIES LLC (SANTA MONICA CA)
PA
07/24/2001 - 01/02/2004
INVESTOR FORCE SECURITIES, INC. (WAYNE PA)
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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