Lucas
Steele
Transamerica Financial Advisors, Inc
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About this Advisor
Lucas Steele is a financial advisor based in Dayton, Ohio, working with Transamerica Financial Advisors, Inc. Lucas has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Ia, Student, Fedex, Josh Schwieterman, Managed Wealth Financial, Net Law, and Fedex Express. Lucas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Lucas is part of Transamerica Financial Advisors, Inc, which operates out of Dayton, Ohio. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lucas Steele Work History
Managed Wealth Financial
Net Law
Fedex Express
Transamerica Financial Advisors, Inc
World Financial Group, Ia
Josh Schwieterman
Student
Fedex
Student
Fedex
Student
Student
Disclosures
Please visit the SEC profile of Lucas Steele 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 Transamerica Financial Advisors, Inc
Cedar Rapids, IA
West Covina, CA
Villa Park, IL
Englewood, CO
Port Jefferson Station, NY
Portland, OR
Falls Church, VA
Ontario, CA
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