Lucas FieldsCRD Number: 5318847
Current Firm: Raymond James Financial Services Advisors, Inc.
Lucas Fields (CRD# 5318847) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Worthington, OH and has over 10 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Diversified Brokerage Specialists||Worthington, OH||Aug 2017 - Current||< 1|
|Raymond James Financial Services Advisors, Inc.||Worthington, OH||Jan 2009 - Current||9|
|Raymond James Financial Services||Worthington, OH||Apr 2007 - Current||11|
|Far||Worthington, OH||Apr 2007 - Current||11|
|Foley & Foley Wealth Strategies||Worthington, OH||Jan 1999 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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
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