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CFP
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CFP

Lucas Allen

Private Advisor Group, LLC
18 Years of Experience
Kaysville, UT
View SEC Summary
View SEC Summary

Lucas Allen is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Kaysville, UT, with 18 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

202 S. Main St, Suite 4, Kaysville, UT, 84037

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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.

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Other Business Activities

Lucas is the managing member and owner of JLA Financial, LLC, used for tax reasons, dedicating minimal time. He also uses Rockwell Advisors as the business name for providing investment advice through Private Advisor Group, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Prestige Wealthwide, LLC
June 2023 - July 2024 · 1 yr 1 mo
Landmark Wealth Advisors, LLC
June 2022 - June 2023 · 1 yr
Capita Financial Network, LLC
February 2018 - June 2022 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
November 2007 - January 2018 · 10 yrs 2 mos
State Registrations2 states
TXUT
Advisor

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.
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