Scott Lucas is a ChFC-designated registered investment advisor, based in Worthington, OH, with 40 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold.
Location
947 Worthington Woods Loop Road, Worthington, OH, 43085
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Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Scott is the owner/president of Lucas Financial Services, Inc. where he focuses on fixed insurance sales, and he dedicates full-time hours to this role, with a portion investment-related. Scott also works as an IAR for Invicta Advisors (nearly full-time), owns Wisdom Tax Group, LLC (a few hours per week), and plans/hosts a New Year's Eve party (about 10-20% of his time).
Employment History
Current Registrations
Invicta Capital LLCBroker
Invicta Advisors LLC
Previous Registrations
Wisdom Wealth Investment Advisors LLC
Investment Advisors
Proequities, INC.Broker
Bma Financial Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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