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Lucas Parker Hail

Foster & Motley Inc.

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About Lucas Parker Hail

Lucas Hail is an investment advisor representative with Foster & Motley Inc. He is a CERTIFIED FINANCIAL PLANNER™ professional registered to provide investment advice in Ohio. Lucas Hail's career in the financial services industry began in 1995. He specializes in providing financial planning services, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Lucas Hail is currently registered with Foster & Motley Inc.. Foster & Motley Inc. is a registered investment advisor headquartered in Cincinnati, OH. The firm manages approximately $2.27 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
Foster & Motley Inc.

7755 MONTGOMERY ROAD

CINCINNATI, OH 45236

$2.27B

Assets Under Management

45

Total Clients

22

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lucas Hail’s Registration & Firm History

OH

02/10/2003 - Present

Foster & Motley Inc. (CINCINNATI OH)

MA

05/10/1995 - 11/08/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 05/08/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Parker Hail.
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