Paladin Research Report For:

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101
Rowlett, TX 75088

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


Qualifications & Membership

Firm Information

Compensation and Fees

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

Additional Detailed Disclosures


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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