Lucinda Clark is a registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 1 years of industry experience. Lucinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8951 Collin Mckinney Pkwy Unit 101, Mckinney, TX, 75070
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Lucinda is the Director of Operations at Legacy Financial Advisors since August 2023, assisting with administrative and marketing tasks. This takes about a quarter of her time, with most of the hours occurring during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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.