Patricia Lucas (CRD# 1368765) is an Investment Advisor Representative working at The Wealth Consulting Group in Manhattan, IL and has over 33 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 5799852
Prem Investment Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wcg Wealth Advisors, LLC | Manhattan, IL | Jul 2023 - Current | < 1 |
| Lpl Financial, LLC | Manhattan, IL | Feb 1997 - Current | 27 |
| V Wealth Management LLC | Overland Park, KS | Oct 2015 - Dec 2023 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- IL
- TX
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- 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
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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