David Lucas is a registered investment advisor, based in Macon, GA, with 55 years of industry experience.
Location
577 Mulberry Street, Suite 710, Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner in Essex Partners, a real estate partnership, since 1985, dedicating minimal time. He is also the president of Cypress Lake Club, a social fishing club, since 1991, spending minimal time on this role.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Sterne Agee Asset Management, INC.
Sterne Agee & Leach, INC. Capital Management
Sterne, Agee & Leach, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.Broker
Ward Bradford & CO., L.P.Broker
J.C. Bradford & CO.Broker
Essex Financial Services, INC.Broker
Essex CompanyBroker
Thornton, Farish & Gauntt, INC.Broker
State Registrations12 states
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