Zachary Lucas (CRD# 5486338) is an Investment Advisor Representative working at Lpl Financial LLC in Upper Sandusky, OH and has over 10 years of experience in the finance industry.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 4724842
Fifth Third Securities, Inc.
CRD# 5616205
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Upper Sandusky, OH | Mar 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Toledo, OH | Jul 2013 - Mar 2024 | 10 |
| Savage & Assoc Inc. | Toledo, OH | Jan 2008 - Mar 2024 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- OH
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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