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Scott + Lucas - Financial Advisor in Worthington, OH

Paladin Research Report For:

Scott Lucas

Lucas Financial Services, Inc

ChFC® RFC®
947 Worthington
Woods Loop
Worthington, OH 43085
614-840-9770
Visit Website
http://www.lucasfinancialservices.com/

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.

See Disclosures

General Information

CRD#
  • 1489956
Name of Broker/Dealer
  • Proequities
Name of Custodial Firm
  • TD Ameritrade, Pershing LLC
Years of Experience in Financial Services
  • 29
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Financial Planning, Wealth Management, Investment Advice & Management

Qualifications & Membership

Certifications, Accreditations & Designations
  • RFC®, ChFC®

Firm Information

Assets Managed by Advisor
  • $50000

Compensation and Fees

Compensation Methods
  • Based on Assets, Flat Fee, Hourly

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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