Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Anderson is a financial advisor who has been in the industry since 2016. Lucas is a registered representative with Private Advisor Group, LLC. Lucas is also a registered investment advisor representative and provides investment advisory services through the firm. Lucas is based in Plymouth, Minnesota. Lucas is registered to provide investment advice in several states including Minnesota, Texas, Arizona, California, Colorado, Florida, Michigan, Missouri, Nevada, Pennsylvania, South Carolina, and Wisconsin. Lucas's experience includes working at Ameriprise Financial Services, LLC and LPL Financial, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
MN
03/17/2022 - Present
Private Advisor Group, LLC (Plymouth MN)
MN
10/05/2016 - 06/03/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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