Lucian Harbar (CRD# 5053871) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 17 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 22611 Mack Ave LLC | St. Clair Shores, MI | Feb 2021 - Current | 3 |
| Spectrum Financial Resources | Troy, MI | Jan 2019 - Current | 5 |
| Lucian Harbar Independent Insurance | St. Clair Shores, MI | Dec 2017 - Current | 6 |
| Spectrum Financial | St. Clair Shores, MI | Dec 2017 - Current | 6 |
| Bunch Tax Service | St. Clair Shores, MI | Jan 2003 - Current | 21 |
| Securities America, Inc. | Eastpointe, MI | Nov 2010 - May 2017 | 6 |
| Securities America Advisors, Inc. | Eastpointe, MI | Nov 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- MI
-
Total Assets Under Management197MILLIONS
-
Total Number of Accounts1,046ACCOUNTS
-
Average Account Value$188,713
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
MI, TX
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