ScottLucas- Financial Advisor Worthington, OH

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About Scott Lucas

We do not look exclusively at the rate of return when approaching the Financial Planning process. We attempt to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision-making will result in what is most important- living a happy, rewarding, low stress,financially secure life.

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General Information

Firm Start Year

CRD#

1489956

Name of Broker/Dealer

Proequities

Name of Custodial Firm

TD Ameritrade, Pershing LLC

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

Financial Planning, Wealth Management, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®, RFC^®

Firm Information

Assets Managed by Advisor

$50000

Compensation and Fees

Compensation Methods

Based on Assets, Hourly, Flat Fee

Education

BSBA -

The Ohio State University
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886637/paladinregistry-Lucas-Financial-Services,-Inc-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Scott Lucas

Lucas Financial Services, Inc