TrueAdvisor
TrueAdvisor
LR
CFP
LR
CFP

Lucas Redburn

LPL Financial LLC
20 Years of Experience
Columbia, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lucas Redburn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbia, MO, with 20 years of industry experience. Lucas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

720 E Broadway, Columbia, MO, 65201

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Lucas is doing business as Central Investment Advisors since 2018, which is an entity for LPL business. He is also a financial advisor for Investor Services Insurance selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
January 2011 - February 2018 · 7 yrs 1 mo
Invest Financial CorporationBroker
April 2007 - February 2018 · 10 yrs 10 mos
Pfic Securities CorporationBroker
March 2006 - April 2007 · 1 yr 1 mo
State Registrations28 states
ALARAZCACOFLGAIDILKSKYLAMDMONENJNMNVNYOKRISCTNTXVAVTWAWI
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.
More Advisors
More financial advisors in Columbia, MO →All financial advisors in Missouri →