Lucas Trainor (CRD# 7363861) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 2 years of experience in the finance industry.
CRD# 4539689
Foster Group, Inc.
CRD# 5482072
Principal Securities, Inc.
CRD# 1564137
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Clive, IA | Sep 2022 - Current | 1 |
| U.s. Bancorp Investments, Inc. | Oceanside, CA | Apr 2021 - Sep 2022 | 1 |
| U.s. Bank | Oceanside, CA | Aug 2019 - Sep 2022 | 3 |
| United States Marine Corps | Camp Pendleton, CA | Sep 2014 - Sep 2019 | 5 |
| Best Buy | Ames, IA | Jun 2014 - Sep 2014 | < 1 |
| Unemployed | Ames, IA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- IA
- TX
-
Total Assets Under Management201,264MILLIONS
-
Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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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