Julie Lucas, financial advisor Augusta ME
93 score

Julie Lucas

CRD Number: 5317608
Current Firm: Edward Jones

Julie Lucas (CRD# 5317608) is an Investment Advisor Representative working at Edward Jones in Augusta, ME and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Apr 2007 - Current 9
Unemployed Readfield, ME Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Julie B. Lucas
Phone Number: 314-515-2000
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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