Gregory LucasCRD Number: 712957
Current Firm: Lucas Group Financial Planners, Inc.
Gregory Lucas (CRD# 712957) is an Investment Advisor Representative working at Lucas Group Financial Planners, Inc. in Sacramento, CA and has over 29 years of experience in the finance industry. Gregory Lucas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Lucas Group Financial Planners, Inc.||Sacramento, CA||May 2004 - Current||18|
|Gregory Lucas Insurance Services||Sacramento, CA||Aug 1980 - Current||42|
|Securities Service Network, Inc.||Sacramento, CA||Sep 2008 - Oct 2019||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S66||NASAA Uniform Combined State Law Examination||Apr 2001|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management291MILLIONS
Total Number of Accounts766ACCOUNTS
Average Account Value$379,312
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