Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Troutner is a financial advisor with United Planners Financial Services of America, LP. Lucas has been in the financial services industry since 2013. Lucas holds the Series 7TO and SIE securities licenses and is registered as a Registered Representative in Indiana. Lucas provides financial planning services to individuals, businesses, and charitable organizations. Lucas also provides investment management services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
01/21/2025 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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