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Scott + Lucas - Financial Advisor in Worthington, OH

Paladin Research Report For:

Scott Lucas

Lucas Financial Services, Inc

947 Worthington
Woods Loop
Worthington, OH 43085
614-840-9770

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
  • Wealth Management, Financial Planning, 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, Hourly, Flat Fee

Education

BSBA -
  • The Ohio State University
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY