Marissa Lucas (CRD# 7113710) is an Investment Advisor Representative working at Edward Jones in Clovis, NM and has 1 year of experience in the finance industry.
CRD# 4735586
Lpl Financial LLC
CRD# 5537945
Lpl Financial LLC
CRD# 6137536
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2022 - Current | 1 |
| American Heritage Bank | Clovis, NM | Jun 2020 - Nov 2022 | 2 |
| Texas Tech Univeristy | Lubbock, TX | Aug 2019 - Jun 2020 | < 1 |
| Edward Jones | Plainview, TX | Jun 2019 - Aug 2019 | < 1 |
| Texas Tech University | Lubbock, TX | Jan 2019 - Jun 2019 | < 1 |
| Chili's | Clovis, NM | Dec 2018 - Jan 2019 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2018 - Dec 2018 | < 1 |
| Chili's | Clovis, NM | May 2018 - Aug 2018 | < 1 |
| Texas Tech University | Lubbock, TX | Jan 2018 - May 2018 | < 1 |
| Chili's | Clovis, NM | Dec 2017 - Jan 2018 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2017 - Dec 2017 | < 1 |
| Chili's | Clovis, NM | Jun 2017 - Aug 2017 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2016 - Jun 2017 | < 1 |
| Bahama Buck's | Clovis, NM | Feb 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NM
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- 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)
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
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