Lucas Flores
Lucas Flores is a registered investment advisor at Osaic Wealth, INC., based in Portland, OR, with 8 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Resource Financial Planning, 10300 SW Greenburg Rd., #200, Portland, OR, 97223
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Lucas is a group benefits broker for Link Benefits Group, focusing on health insurance, and a board member for King Landing HOA. He also works as a self-employed financial advisor selling life, disability, and long-term care insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations20 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.