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EL
CFP · ChFC
EL
CFP · ChFC

Edick Lucas

Cetera Investment Advisers LLC
37 Years of Experience
Altamonte Springs, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Edick Lucas is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Altamonte Springs, FL, with 37 years of industry experience. Edick is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

940 Centre Circle, Suite 2010, Altamonte Springs, FL, 32714

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History

Regulatory History
Clean regulatory record

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.

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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
February 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Concourse Financial Group Advisors
December 2018 - February 2025 · 6 yrs 2 mos
Concourse Financial Group Securities, INC.Broker
December 2018 - February 2025 · 6 yrs 2 mos
Lincoln Financial Securities Corporation
March 2014 - December 2018 · 4 yrs 9 mos
Lincoln Financial Securities CorporationBroker
February 2014 - December 2018 · 4 yrs 10 mos
Lincoln Financial Advisors Corporation
May 2013 - March 2014 · 10 mos
Lincoln Financial Advisors CorporationBroker
April 2013 - March 2014 · 11 mos
Baystate Wealth Management
August 2012 - May 2013 · 9 mos
New England Securities Corporation
July 2012 - May 2013 · 10 mos
New England SecuritiesBroker
May 2012 - May 2013 · 1 yr
Hornor, Townsend & Kent, INC.Broker
June 2004 - May 2012 · 7 yrs 11 mos
Hornor, Townsend & Kent, INC.
June 2004 - June 2011 · 7 yrs
1st Global Advisors INC
June 2001 - July 2004 · 3 yrs 1 mo
1st Global Capital CORP.Broker
May 2001 - July 2004 · 3 yrs 2 mos
Equity Services, INC.Broker
April 2000 - May 2001 · 1 yr 1 mo
Metlife Securities INC.Broker
April 1997 - April 2000 · 3 yrs
Metropolitan Life Insurance CompanyBroker
April 1997 - April 2000 · 3 yrs
Eq Financial Consultants, INC.Broker
July 1989 - March 1997 · 7 yrs 8 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1989 - March 1997 · 7 yrs 8 mos
State Registrations16 states
ALCACTFLGAIDILKYNCNJPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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