Lucas RomeroCRD Number: 6430549
Current Firm: Edward Jones
Lucas Romero (CRD# 6430549) is an Investment Advisor Representative working at Edward Jones in Bernalillo, NM and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Edward Jones||St Louis, MO||Jan 2020 - Current||2|
|Bank Of America, N.a.||Albuquerque, NM||Dec 2018 - Jan 2020||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Albuquerque, NM||Dec 2014 - Dec 2018||4|
|Sandia Area Federal Credit Union||Albuquerque, NM||May 2014 - Dec 2014||< 1|
|Pioneer Bank||Roswell, NM||Feb 2013 - May 2014||1|
|Eastern New Mexico University||Portales, NM||Aug 2012 - Dec 2012||< 1|
|Valencia High School||Los Lunas, NM||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S66||NASAA Uniform Combined State Law Examination||Jan 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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