Richard Lucas, financial advisor Rowlett TX
61 score

Richard Lucas

CRD Number: 4535940
Current Firm: Nestegg Wealth Advisors, LLC

Richard Lucas (CRD# 4535940) is an Investment Advisor Representative working at Nestegg Wealth Advisors, LLC in Rowlett, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Nestegg Wealth Advisors LLC Rockwall, TX Jun 2016 - Current 1
Nest Egg Wealth Advisors Rockwall, TX Aug 2014 - Current 3
Brookstone Capital Management LLC Rockwall, TX Apr 2014 - Jul 2016 2
Insured Wealth Management Rockwall, TX Sep 2010 - Aug 2014 3
Richard Gary Lucas Ii Rockwall, TX Mar 2012 - May 2014 2
Veritrust Financial Austin, TX Sep 2010 - Mar 2012 1
Safe Harbor Wealth Management Dallas, TX Apr 2010 - Sep 2010 < 1
Usa Financial Securities Corporation Ada, MI Apr 2010 - Sep 2010 < 1
New England Securities Dallas, TX Mar 2007 - Apr 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination May 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Richard G. Lucas
Phone Number: 972-412-6064
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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