Lucero Ponce is a registered investment advisor at Fisher\smb, based in Plano, TX, with 10 years of industry experience. Lucero operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6404 International Parkway, Suite 1100, Plano, TX, 75093
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Regulatory History
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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Lucero volunteers at CUPS, JARS & VESSELS, a non-profit organization providing financial literacy for working adults, since 2020. She dedicates minimal time to this activity, conducting financial literacy workshops.
Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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