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Scott Alan Lucas

Invicta Advisors LLC

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About Scott Alan Lucas

Scott Alan Lucas is a financial advisor registered with Invicta Advisors LLC, a Registered Investment Advisor (RIA). Scott has been in the financial services industry since 1986 and has a wide range of experience. Scott holds a Series 6, Series 7, and SIE license as well as a Series 63 license. He is a Chartered Financial Consultant and has an active registration in 14 states. Scott is a registered representative of Invicta Advisors LLC and a licensed Investment Advisor Representative (IAR) of Invicta Advisors LLC. Scott provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Scott Lucas is currently registered with Invicta Advisors LLC. Invicta Advisors LLC is an investment advisor based in OAKMONT, PA. The firm has 9 licensed agents, 42 registered representatives, and 9 investment advisory functions. Invicta Advisors LLC manages approximately $192,282,372 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
Invicta Advisors LLC

527 CEDAR WAY

OAKMONT, PA 15139

$192.28M

Assets Under Management

Not reported

Total Clients

12

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Lucas’s Registration & Firm History

OH

10/03/2019 - Present

Invicta Advisors LLC (Worthington OH)

OH

09/23/1998 - 10/16/2019

PROEQUITIES, INC. (WORTHINGTON OH)

MO

04/29/1986 - 09/30/1998

BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 08/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Scott Alan Lucas. Review regulatory record here.
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