Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas McLaughlin is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Lucas is a Series 7 and Series 63 licensed professional. Lucas has over 8 years of experience in the financial services industry. Lucas is registered with the state of Maryland and 16 other states. Lucas's current firm is Northwestern Mutual Investment Services, LLC. Prior to that, Lucas worked for HARTFORD FUNDS DISTRIBUTORS, LLC and GRANT WILLIAMS L.P. Lucas has been with his current firm since 2018.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MD
03/27/2018 - Present
Northwestern Mutual Investment Services, LLC (BALTIMORE MD)
PA
05/11/2015 - 10/17/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
PA
11/18/2014 - 01/02/2015
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
08/13/2013 - 11/07/2014
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
08/09/2011 - 08/08/2012
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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