Lucas Mijares (CRD# 6391747) is an Investment Advisor Representative working at Mariner Independent in Grass Valley, CA and has over 9 years of experience in the finance industry. Lucas Mijares has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Grass Valley, CA | Mar 2023 - Current | 1 |
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Mar 2023 - Current | 1 |
| Edward Jones | St Louis, MO | Sep 2014 - Mar 2023 | 8 |
| Fmc Financial Group | Newport Beach, CA | Oct 2013 - Aug 2014 | < 1 |
| Terry Vance | Huntington Beach, CA | Jun 2012 - Aug 2014 | 2 |
| Gray Fox Officiating | Anaheim, CA | Sep 2009 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- CA
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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