Lucas Ring is a registered investment advisor at LPL Financial LLC, based in Lexington, KY, with 14 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
771 Corporate Dr Ste 640, Lexington, KY, 40503-5440
Get directionsHistory
Regulatory History (2)
Financial
January 2018Financial
January 2018Other Business Activities
Lucas works full-time as an administrator for Ring Financial Services, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations16 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.
Exams
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