Sheri Lucas
Sheri Lucas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8041 Hosbrook Road, Suite 416, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sheri subleases an office to an RJA employee through JW-Cin., Inc., dedicating minimal time to this activity. She also uses Wycoff/Lucas Retirement-Investment Group and Aspire Wealth Planning as DBAs for marketing purposes, spending no time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Everen Securities, INC.Broker
Prescott, Ball & Turben, INC.Broker
State Registrations21 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.