Scott Lucas
Lucas Financial Services, Inc
947 Worthington
Woods Loop
Worthington, OH 43085
6148409770
About Lucas Financial Services, Inc
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
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886637/rothira-Lucas-Financial-Services,-Inc-detailed-disclosure.html