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Lucas John Moshier

Level Financial Advisors, Inc.

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About Lucas John Moshier

Lucas Moshier is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Lucas is currently registered with Level Financial Advisors, Inc. in New York. Lucas has a strong background in financial planning, portfolio management, and investment advisory services. Lucas has a broad range of experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Lucas is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Lucas is passionate about helping individuals and families plan for their future. Lucas has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service.

Firm Information

Lucas Moshier is currently registered with Level Financial Advisors, Inc.. Level Financial Advisors, Inc. is an independent financial advisory firm based in East Amherst, NY. With over 1965 clients and $620,808,285 in regulatory assets under management, they provide financial planning, portfolio management for individuals, and pension consulting services. Level Financial Advisors, Inc. also offers educational seminars and publishes periodicals.
Level Financial Advisors, Inc.

9310 TRANSIT ROAD

EAST AMHERST, NY 14051

$620.81M

Assets Under Management

9

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lucas Moshier’s Registration & Firm History

NY

01/06/2025 - Present

Level Financial Advisors, Inc. (EAST AMHERST NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas John Moshier.
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