Edick Lucas
Edick Lucas is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Altamonte Springs, FL, with 36 years of industry experience. Edick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
940 Centre Circle, Suite 2010, Altamonte Springs, FL, 32714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Edick is the owner and financial planner/producer at Concierge Financial Planning Group, providing financial planning and insurance sales and service. He dedicates a few hours per week to this, including time for long-term care and fixed annuity insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
1st Global Advisors INC
1st Global Capital CORP.Broker
Equity Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 states
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