Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Severo is an Investment Advisor Representative with TFO Family Office Partners in Phoenix, AZ. Lucas holds the Series 65 and SIE licenses. Lucas has been in the industry since January 2011 and has prior experience with Grand Canyon University and Mesa Community College. Lucas has a strong background in financial planning and is dedicated to providing comprehensive financial advice to his clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services & financial consulting services
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.
Percentage of net worth
1
2
AZ
02/15/2022 - Present
TFO Family Office Partners (PHOENIX AZ)
IA
Issued 05/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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