John
Lucas
Transamerica Financial Advisors, Inc
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About this Advisor
John Lucas is a financial advisor working in New York, New York who has 11 years of industry experience. Lucas is currently employed by Transamerica Financial Advisors, Inc. The advisor has gained experience at The Guardian Ins Co, World Financial Group, Inc, Cigna, Empire Blue Cross/Shield, Aetna Us Healthcare, Oxford Health Plans, Ghi, United States Department Of Commerce Bureau Of The Census, St. Gabriel'S Episcopal Church, Transamerica Financial Advisors, Inc, Legacy Shield, St. Gabriel'S Community Development Corporation, Professional Group Plans Benefits, Board Of Trustees Diocese Of Long Island and Debtmerica. Lucas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and New York. Transamerica Financial Advisors, Inc is a company operating out of Saint Petersburg, FL. The company has offices in 286 locations and a total of 1,235 employees. It manages $2 billion in assets between its 59,659 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
John Lucas Work History
John has been registered as a financial advisor for 11 years.*
Legacy Shield
Board Of Trustees Diocese Of Long Island
Professional Group Plans Benefits
Transamerica Financial Advisors, Inc
St. Gabriel'S Community Development Corporation
The Guardian Ins Co
Cigna
Empire Blue Cross/Shield
Aetna Us Healthcare
Oxford Health Plans
Ghi
World Financial Group, Inc
Debtmerica
United States Department Of Commerce Bureau Of The Census
St. Gabriel'S Episcopal Church
*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 John 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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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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