Andrew Lucius (CRD# 7230440) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bascom, OH and has over 2 years of experience in the finance industry.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 4724842
Fifth Third Securities, Inc.
CRD# 5616205
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Bascom, OH | Jan 2024 - Current | < 1 |
Tiell Financial Group | Bascom, OH | Feb 2020 - Current | 4 |
Woodbury Financial Services Inc. | Bascom, OH | Jan 2022 - Jan 2024 | 2 |
Tiffin Pedal Company | Tffin, OH | Jun 2021 - Oct 2021 | < 1 |
Arnold Vending Company | Tiffin, OH | Dec 2019 - Feb 2020 | < 1 |
Full Time Student | Bowling Green, OH | Aug 2019 - Dec 2019 | < 1 |
United Insurance Services | Tiffin, OH | Jun 2019 - Aug 2019 | < 1 |
Full Time Student | Bowling Green, OH | Jan 2019 - May 2019 | < 1 |
Arnold Vending Company | Tiffin, OH | Dec 2018 - Dec 2018 | < 1 |
Full Time Student | Bowling Green, OH | Aug 2018 - Dec 2018 | < 1 |
Arnold Vending Company | Tiffin, OH | Jun 2018 - Aug 2018 | < 1 |
Full Time Student | Bowling Green, OH | Jan 2018 - May 2018 | < 1 |
Arnold Vending Company | Tiffin, OH | Dec 2017 - Dec 2017 | < 1 |
Full Time Student | Bowling Green, OH | Aug 2017 - Dec 2017 | < 1 |
Arnold Vending | Tiffin, OH | Jun 2017 - Aug 2017 | < 1 |
Full Time Student | Bowling Green, OH | Jan 2017 - May 2017 | < 1 |
Arnold Vending Company | Tiffin, OH | Dec 2016 - Dec 2016 | < 1 |
Full Time Student | Bowling Green, OH | Aug 2016 - Dec 2016 | < 1 |
Arnold Vending Company | Bowling Green, OH | Jun 2016 - Aug 2016 | < 1 |
Full Time High School & Middle School Student | Tiffin, OH | Jan 2011 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- OH
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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