Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Trainor is a financial advisor at RBC Capital Markets, LLC. Lucas has been in the industry since 2021 and is registered with the state of Iowa and Texas. Lucas holds the Series 63, Series 66, and Series 7 licenses and is a registered representative with FINRA. Lucas is a member of the RBC Capital Markets team located in Clive, Iowa. Lucas specializes in working with individuals, families, corporations, and institutions. Lucas helps clients with their financial planning needs, including retirement planning, college savings, and estate planning. Lucas is committed to providing clients with personalized financial advice and guidance. Prior to joining RBC Capital Markets, LLC, Lucas was employed by U.S. BANCORP INVESTMENTS, INC. in Urbandale, Iowa.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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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2
IA
03/30/2023 - Present
RBC Capital Markets, LLC (CLIVE IA)
IA
05/10/2021 - 09/12/2022
U.S. BANCORP INVESTMENTS, INC. (URBANDALE IA)
BOTH
Issued 03/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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