Unclaimed
Lucas Draper is a financial advisor with First Command Advisory Services. Lucas has been working in the financial services industry since August 2008. Lucas is registered as a Registered Representative and Investment Advisor Representative in the state of Ohio and Texas. Lucas has passed multiple securities exams including the Series 6, Series 7TO, Series 63, and Series 65 exams. Lucas is also a Principal Exam holder with the Series 24 designation. Lucas specializes in providing financial planning services and portfolio management services to individual and corporate clients.
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.
1
2
TX
02/15/2022 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lucas Draper is the right advisor for you? Invested Better is here to help.