Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Trent Lucas is a financial advisor who has been in the industry since April 6, 1994. Currently, Peter is registered with Private Client Services, LLC in Covington, Kentucky. Previously, Peter worked for TRIAD ADVISORS LLC, NFP SECURITIES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and CIGNA FINANCIAL ADVISORS,INC. Peter has a Series 6, Series 63, and SIE license. Peter specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension and profit-sharing plans. Peter has a diverse client base with a concentration in high-net-worth individuals and individuals other than high-net-worth.
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.
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.
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.
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2
KY
08/31/2022 - Present
Private Client Services, LLC (Covington KY)
KY
08/31/2011 - 08/30/2022
TRIAD ADVISORS LLC (COVINGTON KY)
KY
08/05/2005 - 09/20/2011
NFP SECURITIES, INC. (COVINGTON KY)
IN
01/31/2001 - 08/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 08/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/07/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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