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Callie Joellen Lucas

Osaic Wealth, INC.
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Osaic Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only

Location

1900 W Loop South, Ste. 1600, Houston, TX, 77027

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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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Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Gallagher Fiduciary Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
March 2022 - August 2024 · 2 yrs 5 mos
Kestra Advisory Services, LLC
October 2019 - March 2022 · 2 yrs 5 mos
Kestra Investment Services, LLCBroker
September 2016 - March 2022 · 5 yrs 6 mos
State Registrations9 states
ALILKSLAMOMSNMOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.