Lucas Nettles (CRD# 7036336) is an Investment Advisor Representative working at Revo Financial, LLC in Bartlesville, OK and has over 5 years of experience in the finance industry. Lucas Nettles 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# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Revo Financial, LLC | Bartlesville, OK | Nov 2018 - Current | 5 |
| Truity Credit Union | Bartlesville, OK | Jun 2013 - Dec 2018 | 5 |
| Life Church Of Bartlesville | Bartlesville, OK | Jun 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- OK
- TX
-
Total Assets Under Management94MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$312,661
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
OK, TX
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