Lucas Deslauriers (CRD# 7710658) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has 1 year of experience in the finance industry. Lucas Deslauriers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Financial Advisors | Andover, MA | Jun 2021 - Current | 2 |
| Bentley University | Waltham, MA | Aug 2018 - May 2021 | 2 |
| Bentley University | Waltham, MA | Aug 2017 - May 2021 | 3 |
| Morgan Stanley | New York, NY | Jul 2020 - Jul 2020 | < 1 |
| Newport Gulls Baseball Club | Newport, RI | May 2019 - Aug 2019 | < 1 |
| Simpatico Jamestown | Jamestown, RI | May 2018 - Aug 2018 | < 1 |
| Wheelhouse | Narragansett, RI | Jun 2017 - Aug 2017 | < 1 |
| North Kingstown High School | North Kingstown, RI | Aug 2013 - Jun 2017 | 3 |
| House Of Pizza Jamestown | Jamestown, RI | Jun 2016 - May 2017 | < 1 |
| Jamestown Golf Course | Jamestown, RI | Jun 2014 - Aug 2014 | < 1 |
- MA
-
Total Assets Under Management981MILLIONS
-
Total Number of Accounts2,185ACCOUNTS
-
Average Account Value$449,032
- 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
- Pension consulting services
- Other
CA, FL, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VT
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