Kim LucasCRD Number: 5498765
Current Firm: Fund Architects, LLC
Kim Lucas (CRD# 5498765) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 4 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Fund Architects, LLC||Heath, TX||Jul 2011 - Current||5|
|Unemployed||Howell, MI||May 2011 - Jul 2011||< 1|
|Waste Management||Wixom, MI||Mar 2011 - May 2011||< 1|
|Unemployed||Howell, MI||Oct 2010 - Mar 2011||< 1|
|Fund Architects, LLC||Heath, TX||Feb 2008 - Sep 2010||2|
|Unemployed||Rockwall, TX||Oct 2007 - Feb 2008||< 1|
|Electro Medical Systems||Dallas, TX||Jan 2007 - Oct 2007||< 1|
|Unemployed||Rockwall, TX||Aug 2006 - Jan 2007||< 1|
|Cigna Group Insurance||Dallas, TX||Sep 2003 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management138MILLIONS
Total Number of Accounts1,200ACCOUNTS
Average Account Value$115,151
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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