Philip
Lucas
Accolade Asset/Liability Advisory Services
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About this Advisor
Philip Lucas is a financial advisor based in Columbus, Ohio, working with Accolade Asset/Liability Advisory Services. Philip has previously held positions at Accolade Investment Advisory, Inc and Hexion Inc. Philip has passed the Series 65 regulatory exam and is registered to provide services in Florida, Mississippi, Ohio, and Texas. Currently, Philip is part of Accolade Asset/Liability Advisory Services, which operates out of Columbus, Ohio. The firm has 2 offices and 6 employees. The firm manages assets totaling $1.4 billion and offers portfolio management for institutional clients. The fee structure at Accolade Asset/Liability Advisory Services includes asset-based and fixed fees.
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Accolade Asset/Liability Advisory Services Brokerage Details
$1,367,788,716
6
41
$33,360,700
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Philip Lucas Work History
Accolade Investment Advisory, Inc
Hexion Inc
Disclosures
Please visit the SEC profile of Philip 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 Accolade Asset/Liability Advisory Services
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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