Lucian HarbarCRD Number: 5053871
Current Firm: Spectrum Financial Resources
Lucian Harbar (CRD# 5053871) is an Investment Advisor Representative working at Spectrum Financial Resources in Saint Clair Shores, MI and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Strategic Blueprint, LLC
Esi Financial Advisors
|Spectrum Financial Resources||Troy, MI||Jan 2019 - Current||3|
|Lucian Harbar Independent Insurance||St. Clair Shores, MI||Dec 2017 - Current||4|
|Spectrum Financial||St. Clair Shores, MI||Dec 2017 - Current||4|
|Bunch Tax Service||St. Clair Shores, MI||Jan 2003 - Current||19|
|Securities America, Inc.||Eastpointe, MI||Nov 2010 - May 2017||6|
|Securities America Advisors, Inc.||Eastpointe, MI||Nov 2010 - May 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management97MILLIONS
Total Number of Accounts713ACCOUNTS
Average Account Value$135,348
- 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
- Selection of other advisers (including private fund managers)
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