Lucas Gooding (CRD# 7070473) is an Investment Advisor Representative working at Citizens Securities, Inc. in Broadview Heights, OH and has over 4 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank, N.a | Broadview Heights, OH | Aug 2023 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Current | 1 |
| Citizens Bank, N/a | Rocky River, OH | Oct 2022 - Aug 2023 | < 1 |
| Citizens Securities, Inc. | Westwood, OH | Jul 2022 - Oct 2022 | < 1 |
| Citizens Bank, N.a | Rocky River, OH | Jul 2022 - Oct 2022 | < 1 |
| Ohio University | Athens, OH | Aug 2021 - Jul 2022 | < 1 |
| Citizens Bank, N.a | Brecksville, OH | Jan 2021 - Jul 2021 | < 1 |
| Citizens Bank | Cuyahoga Falls, OH | Jan 2020 - Dec 2020 | < 1 |
| Citizens Securities Inc. | Cuyahoga Falls, OH | Jan 2020 - Dec 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Canton, OH | Jun 2019 - Dec 2019 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Apr 2019 - Dec 2019 | < 1 |
| Ohio University | Athens, OH | Aug 2016 - May 2019 | 2 |
| Ohio University Credit Union | Athens, OH | May 2018 - Nov 2018 | < 1 |
| Union Country Club | Dover, OH | May 2014 - Aug 2017 | 3 |
| New Philadelphia High School | New Philadelphia, OH | Aug 2012 - May 2016 | 3 |
| Mindys Diner | Dover, OH | Nov 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- OH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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