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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lynn Lucas is a financial advisor with over 30 years of experience in the industry. Patricia has a wide range of experience across several firms including INVEST FINANCIAL CORPORATION, FN INVESTMENT CENTER, INTEGRATED RESOURCES INVESTMENT CENTERS, INC., INTEGRATED RESOURCES EQUITY CORPORATION, OBERWEIS SECURITIES, INC., FIRST INVESTORS CORPORATION, REED, HOLLAND SECURITIES, INC., and KEMPER FINANCIAL SERVICES, INC. Patricia is currently registered with THE Wealth Consulting Group and WCG Wealth Advisors, LLC as an Investment Advisor Representative. Patricia is licensed to provide investment advisory services in Illinois and Texas.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/19/2023 - Present
THE Wealth Consulting Group (Manhattan IL)
WI
11/29/1990 - 03/05/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
12/01/1989 - 11/16/1990
FN INVESTMENT CENTER (SACRAMENTO CA)
NY
01/13/1989 - 12/05/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
12/05/1988 - 02/06/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/08/1988 - 12/17/1988
OBERWEIS SECURITIES, INC.
NA
04/06/1988 - 11/01/1988
FIRST INVESTORS CORPORATION
NA
03/02/1988 - 06/03/1988
REED, HOLLAND SECURITIES, INC.
NA
12/26/1986 - 02/22/1988
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 03/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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