Gregory
Lucas

Lucas Group Financial Planners, Inc

CRD#712957
Investment Advisor
in Sacramento, CA
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About this Advisor

Gregory Lucas is a certified financial planner based in Sacramento, California. Currently an advisor at Lucas Group Financial Planners, Inc, Lucas has a notable 38 years of professional experience in the financial advisory industry. Lucas holds Series 63 and Series 66 licenses, which certify the advisor as a securities representative. Lucas is registered to advise customers in California. Their career trajectory has included roles at Lucas Group Financial Planners, Inc, Gregory Lucas Insurance Services and Securities Service Network, Inc. Lucas Group Financial Planners, Inc is headquartered in Sacramento, California. As a registered investment firm, Lucas Group Financial Planners, Inc oversees $106 million in assets throughout 439 client accounts and retains five staff members. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lucas Group Financial Planners, Inc can provide financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

38 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1545 River Park Drive Suite 401
Sacramento, CA 95815

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Lucas Group Financial Planners, Inc Brokerage Details

Total Assets Under Management

$130,961,254

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

446

CA Average: 3,727
Average Account Size

$293,635

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Gregory Lucas Work History

Gregory has 38 years of experience.

2008 - Present (11 years)

Securities Service Network, Inc

2004 - Present (15 years)

Lucas Group Financial Planners, Inc

1980 - Present (39 years)

Gregory Lucas Insurance Services

Disclosures

Gregory Lucas has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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