Lucas
Bray
Fidelity Personal And Workplace Advisors
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About this Advisor
Lucas Bray is a financial advisor working out of Latonia, Kentucky. Bray currently works for Fidelity Personal And Workplace Advisors. The advisor has gained experience at Fidelity Investments, The Christ Hospital Health Network, Pnc Bank, At&T, Northern Kentucky University, Christ College Of Nursing, University Of Cincinnati, Great American Advisors, Inc and Great American Insurance Group. Bray maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Kentucky. Fidelity Personal And Workplace Advisors is an advisory company operating out of Boston, MA. The firm has offices in 3,093 locations and a total of 13,507 financial advisors. It administers $653 billion in total assets across its 1,712,247 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 client accounts, 31% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is offered. Fees charged by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Lucas Bray Work History
Lucas has been registered as a financial advisor for 0 years.*
Fidelity Investments
Great American Advisors, Inc
Great American Insurance Group
Fidelity Investments
University Of Cincinnati
The Christ Hospital Health Network
Christ College Of Nursing
Pnc Bank
At&T
Northern Kentucky University
*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 Lucas Bray 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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