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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Barton is a registered Investment Advisor Representative with Sageview Advisory Group, LLC. Lucas has been in the industry for 16 years. Lucas is currently registered with the state of Texas. Lucas holds the following licenses: Series 66, Series 24 and Series 7. Lucas has experience providing retirement planning services and selling life and annuities. Lucas has been with Sageview Advisory Group, LLC since 2018. Previous employers include Cetera Advisor Networks LLC and Lockton Financial Advisors, LLC. Lucas has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities and individuals other than high-net-worth.
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.
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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CA
10/10/2018 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
TX
12/07/2018 - 07/01/2022
CETERA ADVISOR NETWORKS LLC (AUSTIN TX)
TX
10/30/2008 - 09/17/2018
LOCKTON FINANCIAL ADVISORS, LLC (DALLAS TX)
TX
04/18/2006 - 10/02/2008
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BOTH
Issued 04/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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