Lucas Jordan (CRD# 7798715) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, ME and has 1 year of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 5687257
Ameriprise Financial Services, LLC
CRD# 2029066
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Manchester, ME | Aug 2023 - Current | < 1 |
Thomas College | Waterville, ME | Jul 2020 - Current | 3 |
Fortins Home Furnishing | Winslow, ME | Dec 2022 - Jul 2023 | < 1 |
Keystone Management Company | Waterville, ME | May 2022 - Jul 2022 | < 1 |
Brown Appliance And Mattress | Ellsworth, ME | May 2021 - Dec 2021 | < 1 |
Bellows Woodworks | Hancock, ME | Apr 2020 - Jul 2020 | < 1 |
Ellsworth High School | Ellsworth, ME | Jul 2016 - Jun 2020 | 3 |
Angelos Pizzeria | Ellsworth, ME | Nov 2018 - Jun 2019 | < 1 |
Cave Hill School | Eastbrook, ME | Sep 2013 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- ME
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.