Antoinette Lucas (CRD# 4314461) is an Investment Advisor Representative working at Advice And Planning Services in Charlottesville, VA and has over 23 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Charlottesville, VA | Jun 2018 - Current | 5 |
Tiaa-cref Individual & Institutional Services, LLC | Charlottesville, VA | Jun 2018 - Current | 5 |
American United Life | Charlottesville, VA | Mar 2018 - May 2018 | < 1 |
Oneamerica Securities | Charlottesville, VA | Mar 2018 - May 2018 | < 1 |
Morgan Stanley | Harrisonburg, VA | Jun 2015 - Mar 2018 | 2 |
Morgan Stanley Private Bank, National Association | New York, NY | Jun 2015 - Mar 2018 | 2 |
Mutual Of Omaha Insurance Company | Harrisonburg, VA | Apr 2014 - Jun 2015 | 1 |
Mutual Of Omaha Investor Services, Inc. | Harrisonburg, VA | May 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
S63 | Uniform Securities State Law Examination | Jul 2014 |
S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.