Lucas Gray, financial advisor Independence IA

Lucas Gray

CRD Number: 6495438
Current Firm: United Planners' Financial Services Of America A Limited Partner

Lucas Gray (CRD# 6495438) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 3 years of experience in the finance industry.

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United Planners' Financial Services Of America A Limited Partner
Company Name Location Dates Years
Allerton Brewing Company, LLC Independence, IA Aug 2019 - Current 1
Esi Equity Delafield, WI Feb 2018 - Current 2
Sweet Mullets Brewery Oconomowoc, WI Jul 2017 - May 2018 < 1
Usa Mutuals Milwaukee, WI Sep 2017 - Feb 2018 < 1
Quasar Distributors, LLC Milwaukee, WI Sep 2017 - Feb 2018 < 1
Bank Mutual Beaver Dam, WI Jul 2017 - Sep 2017 < 1
Voya Des Moines, IA May 2015 - Jun 2017 2
Directed Services, LLC Des Moines, IA May 2015 - Jun 2017 2
Great Western Bank Ames, IA Nov 2013 - May 2015 1
Sams Club Ames, IA Apr 2013 - Nov 2013 < 1
Eddie Bauer Ames, IA Nov 2011 - May 2013 1
Iowa State University Ames, IA Jan 2011 - May 2013 2
Cinamark Ames, IA Jan 2011 - Nov 2011 < 1
Iowa State University Ames, IA Aug 2010 - Jan 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Lucas S. Gray
Phone Number: 480-991-0225
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    4,345
    MILLIONS
  • Total Number of Accounts
    23,887
    ACCOUNTS
  • Average Account Value
    $181,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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