Janielle Lucas, financial advisor Rosemary Beach FL

Janielle Lucas

CRD Number: 5811498
Current Firm: Absolute Investment Advisers, LLC

Janielle Lucas (CRD# 5811498) is an Investment Advisor Representative working at Absolute Investment Advisers, LLC in Rosemary Beach, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Philadelphia, PA Apr 2021 - Current 3
Absolute Investment Advisers LLC Philadelphia, PA Apr 2021 - Current 3
Wavelength Capital Management New York, Ny, NY Sep 2017 - Mar 2021 3
Balter Liquid Alternatives, LLC Boston, MA Jan 2017 - Sep 2017 < 1
Northern Lights Distributors, LLC Omaha, NE Jan 2017 - Sep 2017 < 1
Quasar Distributors, LLC Milwaukee, WI Dec 2016 - Jan 2017 < 1
Schooner Investment Group Wayne, PA Jul 2009 - Dec 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Apr 2021
Contact Info for Janielle Lucas
Phone Number: 781-740-1904
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,626
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $270,953,547
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CT, FL, MA, NH

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