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Paladin Research Report For:

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101
Rowlett, TX 75088
972-412-6064

About Rick Lucas

Here at Nestegg Wealth Advisors, we have access to current strategies for preservation of assets as well as the tools and products that support those strategies. We focus on strategies that offer protection of assets, opportunities to earn credited interest, and the ability to create a guaranteed lifetime income. We provide information, products and strategies geared specifically to the needs of people in and near retirement.

See Disclosures

General Information

Firm Start Year
  • 2014
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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/1885101/paladinregistry-Nestegg-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Investment Advisory Services offered through Nestegg Wealth Advisors, LLC a Registered Investment Advisor. Insurance services offered through Nestegg Retirement Group, LLC. Nestegg Retirement Group and Nestegg Wealth Advisors are affiliated companies.

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