Aaron Lucero, financial advisor Coupeville WA
93 score

Aaron Lucero

CRD Number: 3154655
Current Firm: Wells Fargo Advisors Financial Network, LLC

Aaron Lucero (CRD# 3154655) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Coupeville, WA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Coupeville, WA Sep 2015 - Current 1
Wells Fargo Advisors Financial Network, LLC St. Louis, MO Jun 2012 - Aug 2015 3
Edward D. Jones St. Louis, MO Aug 2009 - May 2012 2
Axa Advisors, LLC Clayton, MO May 2006 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Jun 2006
Contact Info for Aaron D. Lucero
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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