Antoni Lucas is a registered investment advisor at LPL Financial LLC, based in Hemet, CA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
900 East Morton Place, Hemet, CA, 92543
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Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Antoni works as a financial advisor for Genesis Advisors Group, LLC, a DBA for Wedbush Securities. This is a full-time commitment, with most of the time spent during trading hours providing financial solutions and services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wedbush Securities INC.Broker
Wedbush Securities INC.
Mutual Securities, INC.Broker
Beverly Hills Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney Shearson INC.Broker
Columbus Financial, INC.Broker
The Camden GroupBroker
State Registrations28 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.