Lucas
Marquez

Truist Advisory Services, Inc

CRD#4808222
Investment Advisor
in Ocoee, FL

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About this Advisor

Lucas Marquez is a financial advisor who works out of Ocoee, Florida with 7 years of industry experience. Marquez is on the advisory team at Truist Advisory Services, Inc. Marquez has gained experience at Suntrust Investment Services, Inc and Suntrust Advisory Services. Marquez holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Florida, Louisiana, Rhode Island and Texas. Truist Advisory Services, Inc is an advisory firm that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 advisors. It handles $53 billion in total assets across its 125,600 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Truist Advisory Services, Inc provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fee schedules largely vary depending on the type of services offered. However, fee types billed by Truist Advisory Services, Inc can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2605 Ocoee Apopka Rd
Ocoee, FL 34761

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

FL Average: $3,570,121,308
Total Number of Employees

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Lucas Marquez Work History

Lucas has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

Suntrust Investment Services, Inc

*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 Lucas Marquez 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 Truist Advisory Services, Inc

Megan Childress
Richmond, VA
Matthew Speed
Atlanta, GA
Pedro Paulo Lourenco
Houston, TX
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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