Lucas Brown (CRD# 4261145) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 23 years of experience in the finance industry. Lucas Brown 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.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6757460
Edward Jones
CRD# 1612027
Golden Years Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Blue Financial, LLC | Stevensville, MI | Sep 2020 - Current | 3 |
| True Blue Tax, LLC | Stevensville, MI | Jul 2018 - Current | 5 |
| True Blue Financial, LLC | Stevensville, MI | Feb 2009 - Current | 15 |
| Lpl Financial LLC | Stevensville, MI | Dec 2008 - Current | 15 |
| Independent Insurance Agent | Stevensville, MI | Feb 2001 - Current | 23 |
| Lpl Financial LLC | Stevensville, MI | Dec 2008 - Dec 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2003 |
| S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- AZ
- IL
- IN
- MI
- TX
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts289ACCOUNTS
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Average Account Value$287,691
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, IL, IN, MI, TX
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