Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Detwiler is a financial advisor with Avantax Advisory Services in Richardson, Texas. Lucy has been a Registered Representative for over ten years and has experience working with both individuals and businesses. Lucy also holds the Certified Financial Planner designation. Lucy has previously worked with LPL FINANCIAL LLC and Fidelity Brokerage Services LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/13/2024 - Present
Avantax Advisory Services (Richardson TX)
TX
10/18/2013 - 12/31/2015
LPL FINANCIAL LLC (PLANO TX)
TX
03/29/2013 - 10/04/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 12/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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