Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Juery is an Investment Advisor Representative at Swan Capital. Lucas has been in the industry since May 2021. Lucas earned the Series 65 license on May 10, 2022, and is registered as an Investment Advisor Representative in Alabama and Florida. Lucas specializes in financial planning, portfolio management for individuals and pooled investment vehicles, and conducting educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/19/2022 - Present
Swan Capital (PENSACOLA FL)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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