Lucas BourneCRD Number: 6157729
Current Firm: Strategic Advisers, Inc.
Lucas Bourne (CRD# 6157729) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Durham, NC and has over 4 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Fidelity Investments||Cary, NC||Nov 2008 - Current||9|
|Home Depo||Cary, NC||Jun 2008 - Nov 2008||< 1|
|Ups||Raleigh, NC||Oct 2004 - Jun 2008||3|
|Expand Company||Cary, NC||Jun 2002 - Oct 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Aug 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV