Scott
Lucas
Creative Financial Designs, Inc
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About this Advisor
Scott Lucas is a financial advisor based in Greensburg, Pennsylvania, working with Creative Financial Designs, Inc. Scott has previously worked at Lucas Insurance, Commonwealth Financial Network, Touchstone Capital, Inc, Neishloss & Fleming, Inc, Lucas Wealth Management LLC Dba Lucas Wealth And Insurance Plann, and Creative Financial Designs. Scott has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Scott is part of Creative Financial Designs, Inc, which operates out of Greensburg, Pennsylvania. The firm has 101 offices and 150 employees. Creative Financial Designs, Inc manages assets totaling $2.5 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Creative Financial Designs, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creative Financial Designs, Inc Brokerage Details
$2,478,773,967
150
14,029
$176,689
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Scott Lucas Work History
Creative Financial Designs
Lucas Wealth Management LLC Dba Lucas Wealth And Insurance Plann
Commonwealth Financial Network
Touchstone Capital, Inc
Lucas Insurance
Neishloss & Fleming, Inc
Disclosures
Please visit the SEC profile of Scott Lucas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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