Lucas Brown, financial advisor Stevensville MI

Lucas Brown

CRD Number: 4261145
Current Firm: Lpl Financial LLC

Lucas Brown (CRD# 4261145) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MI and has over 20 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.

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Professional Designations
Company Name Location Dates Years
True Blue Financial, LLC Stevensville, MI Jul 2018 - Current 2
True Blue Financial, LLC Stevensville, MI Feb 2009 - Current 11
Lpl Financial LLC Stevensville, MI Dec 2008 - Current 12
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
Contact Info for Lucas M. Brown
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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