Lucas Deslauriers (CRD# 7710658) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has 1 year of experience in the finance industry. Lucas Deslauriers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2931470
Scs Capital Management LLC
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
The Financial Advisors | Andover, MA | Jun 2021 - Current | 2 |
Bentley University | Waltham, MA | Aug 2018 - May 2021 | 2 |
Bentley University | Waltham, MA | Aug 2017 - May 2021 | 3 |
Morgan Stanley | New York, NY | Jul 2020 - Jul 2020 | < 1 |
Newport Gulls Baseball Club | Newport, RI | May 2019 - Aug 2019 | < 1 |
Simpatico Jamestown | Jamestown, RI | May 2018 - Aug 2018 | < 1 |
Wheelhouse | Narragansett, RI | Jun 2017 - Aug 2017 | < 1 |
North Kingstown High School | North Kingstown, RI | Aug 2013 - Jun 2017 | 3 |
House Of Pizza Jamestown | Jamestown, RI | Jun 2016 - May 2017 | < 1 |
Jamestown Golf Course | Jamestown, RI | Jun 2014 - Aug 2014 | < 1 |
- MA
-
Total Assets Under Management981MILLIONS
-
Total Number of Accounts2,185ACCOUNTS
-
Average Account Value$449,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, FL, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.