Gary Lucas (CRD# 4627242) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 21 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Feb 2016 - Current | 8 |
| Gary Lucas (self Employed) | Holland, MI | Jan 2003 - Current | 21 |
| Williams & Co Dba Williams And Company Financial Services | Grandville, MI | Jan 2003 - Current | 21 |
| Michigan Association Of Retired School Personnel (marsp) | Lansing, MI | Jan 2003 - Current | 21 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 2003 - Feb 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- MI
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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