Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas James Westby is a financial advisor registered with Thrivent Investment Management Inc. Lucas has been in the industry since 2007 and has a Series 66, Series 7, and SIE licenses. Lucas specializes in providing financial planning and portfolio management for individuals. Lucas is registered to provide investment advisory services in Arizona, Arkansas, Colorado, Florida, Georgia, Illinois, Iowa, Minnesota, South Carolina, Texas, Virginia, Washington, and Wisconsin.
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.
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.
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2
WI
06/15/2007 - Present
Thrivent Investment Management Inc. (MADISON WI)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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