William
Lucas

Cetera Advisors LLC

CRD#2355061
Investment Advisor
in Missoula, MT

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About this Advisor

William Lucas is a financial advisor operating out of Missoula, Montana with a total of 3 years of industry experience. Lucas is currently employed by Cetera Advisors LLC. They have been employed by Cetera Advisors Llc for all of their career. Lucas maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Montana and Texas. Cetera Advisors LLC is a financial advisory company operating out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 financial advisors. It controls $21 billion in total assets across its 90,646 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 294 charities and foundations. Of its 90,646 client accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. Cetera Advisors LLC performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on the financial services provided. However, fee types charged by Cetera Advisors LLC likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4915 Lower Miller Creek Rd Ste 3
Missoula, MT 59803

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

MT Average: $2,349,664,866
Total Number of Employees

1,047

MT Average: 28
Total Number of Accounts

90,646

MT Average: 1,101
Average Account Size

$234,185

MT Average: $2,134,119

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
  • Educational seminars/workshops

William Lucas Work History

William has been registered as a financial advisor for 3 years.*

2013 - Present (11 years)

Cetera Advisors LLC

*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 William 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 Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Nicholas Russell
Orlando, FL
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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