Joanna LucusCRD Number: 4636144
Current Firm: Wells Fargo Advisors Financial Network, LLC
Joanna Lucus (CRD# 4636144) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Hattiesburg, MS and has over 15 years of experience in the finance industry.
Cetera Investment Advisers LLC
Icom Advisors, LLC
Simplified Wealth Management
|Wells Fargo Advisors Financial Network, LLC||Hattiesburg, MS||Jun 2014 - Current||9|
|Morgan Stanley Smith Barney||Hattiesburg, MS||Jun 2009 - Jun 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management103,107MILLIONS
Total Number of Accounts267,333ACCOUNTS
Average Account Value$385,689
- 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)
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, WY
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