Lucas PyperCRD Number: 7044877
Current Firm: Fidelity Personal And Workplace Advisors
Lucas Pyper (CRD# 7044877) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Nov 2018 - Current||4|
|Thomson Reuters (employed By Talent Net Inc.)||Minneapolis, MN||May 2018 - Aug 2018||< 1|
|The University Of Oregon||Eugene, OR||Sep 2014 - Jun 2018||3|
|Gold Arrow Camp||Lakeshore, CA||Jun 2017 - Aug 2017||< 1|
|Daz 3d||Salt Lake City, UT||Aug 2016 - Sep 2016||< 1|
|University Of Oregon (study Abroad)||Siena,||Jun 2016 - Aug 2016||< 1|
|Gold Arrow Camp||Lakeshore, CA||Jun 2015 - Aug 2015||< 1|
|Daz 3d||Salt Lake City, UT||Aug 2014 - Sep 2014||< 1|
|Cup O' Sno||Sandy, UT||Jun 2014 - Aug 2014||< 1|
|The Waterford School||Sandy, UT||Nov 2008 - Jun 2014||5|
|Cottonwood Heights Recreation Center||Cottonwood Heights, UT||Jun 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2019|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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