Marcus LuccheseCRD Number: 6063983
Current Firm: Pnc Investments
Marcus Lucchese (CRD# 6063983) is an Investment Advisor Representative working at Pnc Investments in Philadelphia, PA and has over 5 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Pnc Investments||Prospect Park, PA||Jun 2014 - Current||3|
|Pnc Bank||Prospect Park, PA||Jun 2014 - Current||3|
|H.d. Vest Investment Services||Ephrata, PA||May 2013 - May 2014||1|
|Student At Shippensburg University||Shippensburg, PA||Aug 2012 - May 2013||< 1|
|H.d. Vest Investment Securities||Ephrata, PA||May 2012 - Aug 2012||< 1|
|Student At Shippensburg University||Shippensburg, PA||Aug 2011 - May 2012||< 1|
|Crystal Springs||Ephrata, PA||Feb 2011 - Aug 2011||< 1|
|Student At Shippensburg University||Shippensburg, PA||Aug 2010 - Dec 2010||< 1|
|Landscaping Company||Lancaster County, PA||Jun 2010 - Aug 2010||< 1|
|Student At Shippensburg University||Shippensburg, PA||Aug 2009 - May 2010||< 1|
|Caraustar||Lancaster, PA||Jun 2009 - Aug 2009||< 1|
|Student At Shippensburg University||Shippensburg, PA||Aug 2008 - May 2009||< 1|
|Calvin Klein||Lancaster, PA||Oct 2007 - May 2009||1|
|School||Leola, PA||May 2002 - Oct 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.