Lucas Cheatham, financial advisor Houston TX
78 score

Lucas Cheatham

CRD Number: 5958728
Current Firm: Mml Investors Services, LLC

Lucas Cheatham (CRD# 5958728) is an Investment Advisor Representative working at Mml Investors Services, LLC in Houston, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Co Houston, TX Mar 2016 - Current < 1
Mml Investors Services LLC Houston, TX Mar 2016 - Current < 1
Park Avenure Securities Houston, TX Oct 2011 - Mar 2016 4
White Rhino Financial Houston, TX Jul 2011 - Mar 2016 4
The Guardian Life Insurance Co Houston, TX Jul 2011 - Mar 2016 4
Mass Mutual Houston, TX Nov 2010 - Jul 2011 < 1
Marketing Brothers Houston, TX Jan 2009 - Nov 2010 1
We Love Hcg Katy, TX Apr 2010 - Sep 2010 < 1
Value Certs Houston, TX Jan 2010 - May 2010 < 1
Christmas Tree Lots Houston, TX Nov 2006 - Jan 2010 3
Smart Circle International Houston, TX Mar 2008 - Jun 2009 1
Unemployed Houston, TX Jan 2008 - Mar 2008 < 1
Fear Inc. Houston, TX May 2007 - Nov 2007 < 1
Scare Specialists Houston, TX Jan 2006 - May 2007 1
Excessive Productions Houston, TX Sep 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Lucas W. Cheatham
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
78

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