Adam Lucart, financial advisor Westlake TX

Adam Lucart

CRD Number: 6745044
Current Firm: Charles Schwab & Company, Inc.

Adam Lucart (CRD# 6745044) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Aug 2018 - Current 3
Charles Schwab Bank Westlake, TX Aug 2018 - Current 3
Fidelity Brokerage Services, LLC Westlake, TX Jan 2017 - Aug 2018 1
Bananasoft, LLC Frisco, TX Apr 2015 - Feb 2017 1
Abba Staffing Bedford, TX Sep 2016 - Jan 2017 < 1
Citiwide Alliance Realty Dallas, TX Feb 2015 - Jan 2017 1
Truniber LLC Colleyville, TX Mar 2012 - Jan 2017 4
Jp & Associates Realtors Plano, TX Jan 2015 - Feb 2016 1
Pacific Union Financial Irving, TX Dec 2012 - Dec 2014 2
New Western Acquisitions Bedford, TX Aug 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2017
Contact Info for Adam B. Lucart
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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