Lucas Anderson, financial advisor Plymouth MN

Lucas Anderson

CRD Number: 6692401
Current Firm: Private Advisor Group, LLC

Lucas Anderson (CRD# 6692401) is an Investment Advisor Representative working at Private Advisor Group, LLC in Plymouth, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Mar 2022 - Current 2
Lpl Financial, LLC Plymouth, MN Jun 2020 - Current 3
Investors Financial Group, LLC Plymouth, MN Jun 2020 - Current 3
Ameriprise Financial Services, Inc. Minneapolis, MN Aug 2016 - May 2020 3
Concordia University - St. Paul (school) St. Paul, MN Aug 2014 - Aug 2016 2
Investors Financial Group Plymouth, MN May 2014 - Aug 2014 < 1
Minnapolis Community And Technical College (school) Minneapolis, MN Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S66 NASAA Uniform Combined State Law Examination Jan 2017
Contact Info for Lucas J. Anderson
Phone Number: 973-538-7010
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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