Lucas Beatty (CRD# 6790925) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Gastonia, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Dec 2017 - Current | 6 |
| Thrivent Investment Management Inc. | Gastonia, NC | Jun 2017 - Current | 6 |
| Thrivent Financial | Appleton, WI | Oct 2017 - Dec 2017 | < 1 |
| Unemployed | Charlotte, NC | Nov 2016 - Jun 2017 | < 1 |
| Sigmon Family Farms | Claremont, NC | Jun 2015 - Nov 2016 | 1 |
| Raftelis Financial Consultants | Charlotte, NC | Apr 2015 - Sep 2015 | < 1 |
| Gardner-webb University | Boiling Springs, NC | Aug 2010 - May 2015 | 4 |
| Dover Foundation Ymca | Shelby, NC | Jan 2015 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- NC
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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