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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
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 |
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- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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