Renee Lucas, financial advisor Brentwood TN
93 score

Renee Lucas

CRD Number: 6010603
Current Firm: Virtue Capital Management, LLC

Renee Lucas (CRD# 6010603) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Capital Solutions LLC Nashville, TN Sep 2016 - Current 1
Virtue Capital Management, LLC Nashville, TN Jun 2015 - Current 2
Strategic Financial Group, LLC Merrillville, IN Jul 2013 - May 2015 1
Rivernorth Capital Management, LLC Chicago, IL May 2011 - Jun 2013 2
Jackson National Asset Management Chicago, IL Oct 2008 - May 2011 2
Unemployed Chicago, IL Aug 2008 - Oct 2008 < 1
Candlewood Suites Fitchburg, WI Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Renee E. Lucas
Phone Number: 615-340-0801
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    2,600
    ACCOUNTS
  • Average Account Value
    $130,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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