Michael Lucey (CRD# 3260632) is an Investment Advisor Representative working at Lucey Wealth Advisors LLC in Sebastopol, CA and has over 24 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lucey Wealth Advisors LLC | Sebastopol, CA | Nov 2021 - Current | 2 |
| Lucey Wealth Advisors | Santa Rosa, CA | Aug 2013 - Current | 10 |
| Wealth Watch Advisors | Englewood, CO | Apr 2018 - Dec 2021 | 3 |
| Brookstone Capital Management | Wheaton, IL | Jan 2017 - Apr 2018 | 1 |
| Capital Financial Services, Inc. | Minot, ND | May 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- CA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$350,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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