Lucas Severo (CRD# 7401675) is an Investment Advisor Representative working at Tfo Family Office Partners in Phoenix, AZ and has over 2 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix, AZ | Jun 2021 - Current | 2 |
| Grand Canyon Education | Phoenix, AZ | Jun 2020 - Apr 2021 | < 1 |
| Grand Canyon University | Phoenix, AZ | Jan 2020 - Apr 2020 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2019 - Jan 2020 | < 1 |
| Mesa Community College | Mesa, AZ | Jan 2019 - May 2019 | < 1 |
| Mesa Community College | Mesa, AZ | Aug 2017 - Jan 2019 | 1 |
| N/a | Rio Grande Do Sul, | Jan 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- AZ
- TX
-
Total Assets Under Management3,824MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
-
Average Account Value$2,047,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DE, FL, IL, MD, MN, MO, NC, NV, NY, OR, SD, TX, WA, WI
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