Question 1

What services does Gregory Alan Lucas offer?

Accepted Answer

Gregory Alan Lucas specializes in Financial Planning, Investment Management. Contact their office in SACRAMENTO, California for a consultation.

Question 2

What are Gregory Alan Lucas's credentials?

Accepted Answer

Gregory Alan Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Gregory Alan Lucas located?

Accepted Answer

Gregory Alan Lucas is based in SACRAMENTO, California, working with LUCAS GROUP FINANCIAL PLANNERS, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.

Question 4

How does Gregory Alan Lucas charge for services?

Accepted Answer

Gregory Alan Lucas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: portion of fees managed by third-party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is LUCAS GROUP FINANCIAL PLANNERS, INC.?

Accepted Answer

LUCAS GROUP FINANCIAL PLANNERS, INC. has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Gregory Alan Lucas

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