Lucas LorenzCRD Number: 6754444
Current Firm: Edward Jones
Lucas Lorenz (CRD# 6754444) is an Investment Advisor Representative working at Edward Jones in Aberdeen, SD and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, LLC
|Edward Jones||St Louis, MO||Feb 2017 - Current||4|
|Lang's Audio Tv & Appliance||Aberdeen, SD||May 2018 - Aug 2018||< 1|
|Northern State University||Aberdeen, SD||Aug 2017 - May 2018||< 1|
|Edward Jones||Aberdeen, SD||May 2017 - Aug 2017||< 1|
|Northern State University||Aberdeen, SD||Aug 2016 - May 2017||< 1|
|Premier Facility Maintainence||Aberdeen, SD||Aug 2016 - Nov 2016||< 1|
|City Of Aberdeen||Aberdeen, SD||May 2016 - Aug 2016||< 1|
|Northern State University||Aberdeen, SD||May 2015 - May 2016||1|
|Northern State University||Aberdeen, SD||Aug 2014 - May 2015||< 1|
|Ken's Superfair Foods||Aberdeen, SD||Jun 2014 - Aug 2014||< 1|
|Roncalli High School||Aberdeen, SD||Mar 2013 - May 2014||1|
|Roncalli High School||Aberdeen, SD||Sep 2008 - Dec 2012||4|
|Ymca||Aberdeen, SD||Dec 2011 - Mar 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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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