Carrie Lucas (CRD# 5537773) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has over 11 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pca Investment Advisory Services | Cincinnati, OH | Apr 2024 - Current | < 1 |
| L.m. Kohn & Company | Cincinnati, OH | Jan 2017 - Current | 7 |
| Sheakley | Cincinnati, OH | Jul 1998 - Mar 2024 | 25 |
| Lincoln Financial Advisors | Cincinnati, OH | Aug 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- OH
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Total Assets Under Management1,671MILLIONS
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Total Number of Accounts5,706ACCOUNTS
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Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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