Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Ladd is a financial advisor with Edward Jones. Lucas has over 17 years of experience in the financial services industry. Lucas is registered with the state of Washington and is licensed to provide financial advice in several states. Lucas specializes in financial planning, pension consulting, and portfolio management. Lucas works with a wide range of clients, including individuals, families, businesses, and retirement plans. Lucas is committed to providing personalized financial advice to help 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.
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.
See schedule d - miscellaneous
1
2
WA
06/14/2017 - Present
Edward Jones (AUBURN WA)
CA
03/18/2010 - 05/01/2017
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
CO
09/07/2009 - 03/04/2010
EDWARD JONES (FT COLLINS CO)
TX
05/08/2009 - 07/07/2009
NEW ENGLAND SECURITIES (HOUSTON TX)
CA
05/10/2005 - 04/23/2009
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 05/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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