Zachary LucasCRD Number: 5486338
Current Firm: Royal Alliance Associates, Inc.
Zachary Lucas (CRD# 5486338) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 4 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance||Toledo, OH||Jul 2013 - Current||4|
|Savage & Assoc Inc.||Toledo, OH||Jan 2008 - Current||10|
|Shoot-a-way Inc.||Upper Sandusky, OH||May 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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)
- Educational seminars/workshops