Lucas Dancy-Cabeal (CRD# 5561661) is an Investment Advisor Representative working at The Ameriflex Group in Mount Juliet, TN and has over 15 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Mt Juliet, TN | Oct 2023 - Current | < 1 |
| The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
| Dc Financial Strategies | Roseville, CA | May 2022 - Current | 1 |
| Studio 9 Financial And Insurance Services | Roseville, CA | Jul 2015 - Current | 8 |
| Principal Securities Inc. | Roseville, CA | Jul 2008 - Oct 2023 | 15 |
| Principal Life Insurance Company | Roseville, CA | Jul 2008 - Oct 2023 | 15 |
| Christian Financial Strategies And Insurance Solutions LLC | Roseville, CA | Oct 2009 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- TN
- TX
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
-
Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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