Lucas Ford (CRD# 4530974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Denver City, TX and has over 21 years of experience in the finance industry.
CRD# 5996443
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6084092
Cambridge Investment Research Advisors, Inc.
CRD# 6045727
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Denver City, TX | Nov 2023 - Current | < 1 |
| L&l Insurance | Lubbock, TX | Dec 2013 - Current | 10 |
| Fsc Securities Corporation | Lobbock, TX | Mar 2007 - Nov 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- CA
- CO
- MT
- NM
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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