Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas McKee is a financial advisor with LPL Financial LLC, specializing in providing a wide range of financial services to individuals, businesses, and institutions. Lucas has been in the financial services industry since July 2018 and holds both Series 6 and Series 63 licenses as well as the SIE and Series 65 exams. Lucas McKee's experience, coupled with the resources and support provided by LPL Financial LLC, ensures that clients receive comprehensive and personalized financial guidance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
03/07/2024 - Present
LPL Financial LLC (OLATHE KS)
KS
07/20/2018 - 03/14/2024
SECURITIES AMERICA, INC. (HUTCHINSON KS)
IA
Issued 09/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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