Lucas
Mcavoy
Commonwealth Financial Network
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About this Advisor
Lucas Mcavoy is a financial advisor based in Lexington, Kentucky, working with Commonwealth Financial Network. Lucas has previously held positions at Edward Jones, Elite Baseball Club, Cincinnati Reds Baseball Camp, Farmers National Bank Investment Services, Northwestern Mutual, Centre College, LPL Financial LLC, Commonwealth Financial Network, and Alliance Financial Planning. Lucas has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Lucas is part of Commonwealth Financial Network, which operates out of Lexington, Kentucky. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lucas Mcavoy Work History
Commonwealth Financial Network
Alliance Financial Planning
Lpl Financial LLC
Edward Jones
Edward Jones
Northwestern Mutual
Elite Baseball Club
Farmers National Bank Investment Services
Cincinatti Reds Baseball Camp
Centre College
Disclosures
Please visit the SEC profile of Lucas Mcavoy 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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