Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Bagnall is a registered investment advisor representative with State Farm Investment Management Corp. Lucas has been in the industry since June 12, 2011. Lucas is registered in Michigan as a both a Registered Representative and Investment Advisor Representative. Lucas holds the Series 6, Series 63, Series 65, and SIE licenses. Lucas is also a licensed insurance agent. Lucas is a resident of Wyoming, Michigan.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MI
03/10/2023 - Present
State Farm Investment Management Corp. (WYOMING MI)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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