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Lucas McMillan

Fidelity Brokerage Services LLC

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About Lucas McMillan

Lucas McMillan is a financial professional with experience in the securities industry. Lucas is currently registered with Fidelity Brokerage Services LLC. Lucas previously worked for AXA Advisors, LLC. Lucas holds the Series 66, Series 7TO and SIE licenses.

Firm Information

Lucas McMillan is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lucas McMillan’s Registration & Firm History

NC

10/14/2020 - Present

Fidelity Brokerage Services LLC (DURHAM NC)

NC

04/30/2019 - 09/06/2019

AXA ADVISORS, LLC (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 08/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lucas McMillan.
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