Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Flores is a financial advisor registered with Osaic Wealth, Inc. Lucas has been in the industry since September 21, 2017. Lucas is a registered representative and investment advisor representative with the state of Oregon. Lucas is also registered with the state of Texas. Lucas is a Series 66, SIE and Series 7 license holder. Lucas's other business activities include working as a group benefits broker for Link Benefits Group, serving as a board member for Kings Landing HOA and providing life, disability and long-term care insurance sales. Lucas has experience working with a range of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and businesses, and state or municipal government entities.
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.
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.
1
2
OR
01/27/2025 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
06/05/2017 - 09/14/2018
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lucas Flores is the right advisor for you? Invested Better is here to help.
