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Neriah Jean Lucas

Charles Schwab & CO., Inc.

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About Neriah Jean Lucas

Neriah Jean Lucas is a financial professional with over four years of experience in the financial services industry. Neriah is a registered representative with Charles Schwab & CO., Inc. and is licensed to provide investment advice in all 50 states and the District of Columbia. Neriah previously held positions at VALMARK SECURITIES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Neriah specializes in providing financial planning and portfolio management services to individuals and families. Neriah is committed to helping clients achieve their financial goals and objectives.

Firm Information

Neriah Lucas is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Neriah Lucas’s Registration & Firm History

CO

03/29/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

MN

07/11/2019 - 02/03/2022

VALMARK SECURITIES, INC. (St. Paul MN)

WI

01/17/2018 - 07/01/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)

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Licenses & Designations

BC

Issued 03/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neriah Jean Lucas.
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