Lucas
Barton
Sageview Advisory Group, LLC
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About this Advisor
Lucas Barton is a financial advisor based in Southlake, Texas, working with Sageview Advisory Group, LLC. Lucas has previously held positions at Lockton Companies, LLC, Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, Sageview Advisory Group, and Cetera Advisor Networks. Lucas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lucas is part of Sageview Advisory Group, LLC, which operates out of Southlake, Texas. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lucas Barton Work History
Sageview Advisory Group
Cetera Advisor Networks
Lockton Companies, LLC
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Lucas Barton 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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