Lucas Juery (CRD# 7563618) is an Investment Advisor Representative working at Swan Capital in Pensacola, FL and has over 2 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
Company Name | Location | Dates | Years |
---|---|---|---|
Swan Capital | Pensacola, FL | May 2021 - Current | 3 |
University Of West Florida | Pensacola, FL | Aug 2018 - May 2021 | 2 |
Airbus Defense & Space | Mobile, AL | Aug 2020 - Dec 2020 | < 1 |
Fairhope High School | Fairhope, AL | Aug 2015 - May 2018 | 2 |
Lycee Victor Hugo | Colomiers, | Aug 2014 - Jun 2015 | < 1 |
De La Salle | Pibrac, | May 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- AL
- FL
-
Total Assets Under Management191MILLIONS
-
Total Number of Accounts1,428ACCOUNTS
-
Average Account Value$133,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops
AL, CO, FL, GA, LA, NC, TX
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