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Lucas Rafaill

Hantz Financial Services, Inc.

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About Lucas Rafaill

Lucas Rafaill is an investment advisor representative with Hantz Financial Services, Inc. Lucas is registered to provide investment advice in Michigan. Lucas has been working in the financial services industry since August 16, 2020. Lucas has passed the Series 7TO, Series 66 and SIE exams. Lucas has worked at Equitable Advisors, LLC and Hantz Financial Services, Inc.. Lucas can provide financial planning and portfolio management services for individuals and selection of other advisors.

Firm Information

Lucas Rafaill is currently registered with Hantz Financial Services, Inc.. Hantz Financial Services, Inc. is a corporation formed in June 1998 and headquartered in Southfield, Michigan. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hantz Financial Services, Inc. has approximately 6.39 billion dollars in regulatory assets under management across 112,547 accounts, including 281 licensed agents and 297 registered representatives. The firm is registered with the SEC and in all 50 states.
Hantz Financial Services, Inc.

26200 AMERICAN DRIVE

SOUTHFIELD, MI 48034

$6.39B

Assets Under Management

2,701

Total Clients

335

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Rafaill’s Registration & Firm History

MI

11/20/2023 - Present

Hantz Financial Services, Inc. (SOUTHFIELD MI)

MI

06/08/2023 - 11/02/2023

EQUITABLE ADVISORS, LLC (TROY MI)

MI

07/23/2020 - 05/30/2023

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 09/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas Rafaill.
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