Lucas Pelletier, financial advisor Lone Tree CO

Lucas Pelletier

CRD Number: 6720417
Current Firm: Charles Schwab & Company, Inc.

Lucas Pelletier (CRD# 6720417) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Lone Tree, CO Nov 2019 - Current 2
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2018 - Current 3
Purdue University West Lafayette, IN Mar 2018 - May 2018 < 1
Two Fellas Grille West Lafayette, IN Nov 2017 - Feb 2018 < 1
Purdue University West Lafayette, IN Sep 2017 - Oct 2017 < 1
Northwestern Mutual Indianapolis, IN Jan 2017 - Aug 2017 < 1
Purdue University West Lafayette, IN Sep 2016 - Dec 2016 < 1
Roche Diagnostics Corporation Indianapolis, IN May 2016 - Aug 2016 < 1
Purdue University West Lafayette, IN Oct 2015 - Apr 2016 < 1
Family Video Indianapolis, IN Jun 2015 - Sep 2015 < 1
Purdue University West Lafayette, IN Sep 2014 - May 2015 < 1
Outlook Christian Church Mccordsville, IN Dec 2011 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Lucas M. Pelletier
Phone Number: 415-667-7000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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