Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Daniel Lucas is a financial advisor at LPL Financial LLC, a firm with offices in Upper Sandusky, OH. Zachary has been in the financial services industry since March 2008 and is licensed in 16 states. Previously, Zachary worked at OSAIC WEALTH, INC. and WALNUT STREET SECURITIES, INC. Zachary holds Series 7 and 66 securities licenses and has passed the Securities Industry Essentials (SIE) Exam. Zachary Lucas has a focus on working with high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Zachary also works with insurance companies, charitable organizations, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/12/2024 - Present
LPL Financial LLC (UPPER SANDUSKY OH)
OH
07/05/2013 - 03/14/2024
OSAIC WEALTH, INC. (MAUMEE OH)
OH
03/25/2008 - 07/11/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Zachary Lucas is the right advisor for you? Invested Better is here to help.
