Lucas KaraschCRD Number: 6033214
Current Firm: Ameriprise Financial Services, Inc.
Lucas Karasch (CRD# 6033214) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Ameriprise Financial Services, Inc.||San Diego, CA||Apr 2014 - Current||4|
|Southwest Investment Group||Franklin, TN||Aug 2012 - Mar 2014||1|
|Raymond James Financial Services Advisors Inc.||Franklin, TN||Jul 2012 - Mar 2014||1|
|Raymond James Financial Services, Inc.||Franklin, TN||Feb 2012 - Mar 2014||2|
|Southwestern Company||Nashville, TN||May 2009 - Jan 2012||2|
|Wheaton Sport Center||Wheaton, IL||Aug 2010 - Dec 2010||< 1|
|Wheaton College||Wheaton, IL||May 2009 - May 2010||1|
|Team Bradley||Wheaton, IL||Sep 2009 - Dec 2009||< 1|
|Wheaton College||Wheaton, IL||May 2006 - May 2009||3|
|In-n-out Burger||Phoenix, AZ||Apr 2005 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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