LM
LM

Lucas Mccraw

2 Years of Experience
Bristol, VA
May Earn Commission

Lucas Mccraw is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bristol, VA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

125 Walling Road, Bristol, VA, 24201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lucas works as a support company associate/employee for Trinitas Wealth Management, LLC, focusing on financial and investment planning. This takes about half of Lucas's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.