William Lucas
William Lucas is a registered investment advisor at Cetera Investment Advisers LLC, based in Missoula, MT, with 32 years of industry experience. William 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
4915 Lower Miller Creek Rd Ste 3, Missoula, MT, 59803
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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.
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William works as a financial professional at Lucas Wealth Management, focusing on investments and securities. This takes up a full-time commitment, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Pacific West Securities, INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.
Mclaughlin, Piven, Vogel Securities, INC.Broker
PFS Investments INC.Broker
State Registrations15 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.