Lucille Cueller
Lucille Cueller is a registered investment advisor at Osaic Wealth, INC., based in Ft. Myers Beach, FL, with 27 years of industry experience. Lucille operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Ft. Myers Beach, FL
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Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Lucille sells traditional life insurance, health insurance, long-term care insurance, and fixed annuities, dedicating about a quarter of her time to this. She also works as a financial advisor with Northpoint Financial Group, providing investment and financial planning advice.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations11 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.