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 4 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
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