Kamber
Lucas
Beyond Wealth Management Group, LLC
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About this Advisor
Kamber Lucas is a financial advisor who works out of New Paltz, New York who has 1 year of relevant experience. Lucas is an employee of Beyond Wealth Management Group, LLC. Throughout their career, Lucas has worked at Beyond Wealth Management Group, LLC, Lightning Emotors, College Student, Peace Corps, Sockeye Adventure and High School Student. Lucas maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in New York. Beyond Wealth Management Group, LLC is an advisory firm that has its headquarters in New Paltz, NY. It oversees $76 million in total assets between its 335 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 335 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Beyond Wealth Management Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beyond Wealth Management Group, LLC Brokerage Details
$76,175,492
3
335
$227,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kamber Lucas Work History
Kamber has been registered as a financial advisor for 1 years.*
Beyond Wealth Management Group, LLC
Lightning Emotors
College Student
Beyond Wealth Management Group, LLC
Peace Corps
College Student
Sockeye Adventure
High School Student
*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 Kamber 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 Beyond Wealth Management Group, LLC
New Paltz, NY
New Paltz, NY
New Paltz, NY
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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