Kim Lucas, financial advisor Heath TX
90 score

Kim Lucas

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Kim M. Lucas
Phone Number: 866-539-4186
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $115,151
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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