Richard Lucas, financial advisor Rowlett TX

Richard Lucas

CRD Number: 4535940
Current Firm: Nestegg Wealth Advisors

Richard Lucas (CRD# 4535940) is an Investment Advisor Representative working at Nestegg Wealth Advisors in Rowlett, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Rare Coins Of New Hampshire Rowlett, TX Mar 2019 - Current 5
Nestegg Wealth Advisors LLC Rockwall, TX Jun 2016 - Current 7
Nest Egg Wealth Advisors Rockwall, TX Aug 2014 - Current 9
Brookstone Capital Management LLC Rockwall, TX Apr 2014 - Jul 2016 2
Insured Wealth Management Rockwall, TX Sep 2010 - Aug 2014 3
Richard Gary Lucas Ii Rockwall, TX Mar 2012 - May 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard G. Lucas
Phone Number: 972-412-6064
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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