Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Allen is a financial advisor with Private Advisor Group, LLC. Lucas has been in the industry since 2007. Lucas's current office is located at 202 S. Main St, Suite 4 in Kaysville, UT. Lucas holds the Series 4, 63, and 7 licenses, as well as the SIE. Lucas is also a Certified Financial Planner. Lucas provides investment advice to individuals, businesses, and pension and profit-sharing plans. Lucas also provides financial planning services. Lucas is a Registered Investment Advisor in Utah. Lucas has a strong track record of helping clients achieve 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.
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
UT
07/26/2024 - Present
Private Advisor Group, LLC (Kaysville UT)
UT
11/07/2007 - 01/16/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lucas Allen is the right advisor for you? Invested Better is here to help.
