Unclaimed
Lucas Redburn is a financial advisor at LPL Financial LLC. Lucas has been in the financial industry since 2006. Lucas is registered to provide investment advice in 28 states and holds several licenses and certifications, including Series 7, Series 63, Series 66, and Certified Financial Planner. Lucas is also a registered representative of LPL Financial LLC. Lucas has experience working with individuals, families, businesses, and non-profit organizations. Lucas provides a variety of financial services, including financial planning, investment management, and insurance. Lucas is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/14/2018 - Present
LPL Financial LLC (COLUMBIA MO)
MO
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (COLUMBIA MO)
MO
03/27/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (COLUMBIA MO)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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