Unclaimed Profile

Daniel Keith Lucas

LJI WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 7, Series 63, Series 66Clean record11 years registeredLJI WEALTH MANAGEMENT, LLC

6569 CARROLLTON AVENUE, INDIANAPOLIS, IN 46220CRD# 5019712Firm CRD# 145399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Keith Lucas · INDIANAPOLIS, IN

Registration

CRD #5019712 · LJI WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

LJI WEALTH MANAGEMENT, LLC

Aug 2014 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · August 22, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJI WEALTH MANAGEMENT, LLC

CRD 145399 · SEC 801-77820

AUM

$853M

Regulatory assets under management

Employees

3,356 client accounts

Services offered by LJI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LJI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Keith Lucas offer?

Daniel Keith Lucas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Daniel Keith Lucas's credentials?

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

Where is Daniel Keith Lucas located?

Daniel Keith Lucas is based in INDIANAPOLIS, Indiana, working with LJI WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Daniel Keith Lucas charge for services?

Daniel Keith Lucas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LJI WEALTH MANAGEMENT, LLC?

LJI WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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