Lucas Coffey, financial advisor College Station TX
89 score

Lucas Coffey

CRD Number: 5933811
Current Firm: Edward Jones

Lucas Coffey (CRD# 5933811) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 3
Edward Jones Investments Cedar Park, TX Jun 2011 - Aug 2013 2
College College Station, TX Jul 2009 - May 2013 3
Muldoons Coffee House College Station, TX May 2012 - Dec 2012 < 1
Deer Creek Adventure Camp Medina, TX May 2010 - Jun 2011 1
Primary Education Cedar Park, TX Jul 2003 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Lucas A. Coffey
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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