Evan
Lucas
Vanguard Advisers, Inc
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About this Advisor
Evan Lucas is a financial advisor who works out of Scottsdale, Arizona with 2 years of relevant experience. Lucas is an advisor for Vanguard Advisers, Inc. Lucas has gained experience at Coast To Coast Talent Group, Linsco/Private Ledger Corp, Merrill Lynch, Pierce, Fenner & Smith Inc, Elektric Voodoo, Bedrock Financial Services LLC, Starbucks, Extreme Reach and The Vanguard Group, Inc. Lucas has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can advise clients in Arizona and Texas. Vanguard Advisers, Inc is a registered investment business based in Malvern, PA. The investment advisory business has offices in 2,124 locations and a total of 2,124 advisors. It controls $299 billion in assets under management across its 634,470 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 958 charities and foundations. Of its 634,470 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on the type of financial services offered. Fees billed by Vanguard Advisers, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanguard Advisers, Inc Brokerage Details
$299,191,714,649
2,124
634,470
$471,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Evan Lucas Work History
Evan has been registered as a financial advisor for 2 years.*
The Vanguard Group, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bedrock Financial Services LLC
Starbucks
Extreme Reach
Coast To Coast Talent Group
Elektric Voodoo
Linsco/Private Ledger Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Lucas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanguard Advisers, Inc
Scottsdale, AZ
Charlotte, NC
Malvern, PA
Scottsdale, AZ
Scottsdale, AZ
Malvern, PA
Malvern, PA
Malvern, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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