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Andrea Lynne Lucey

CARR FINANCIAL GROUP CORPORATION·WORCESTER, Massachusetts
Unclaimed Profile
20 PARK AVENUE, WORCESTER, MA 01605CRD# 4828297Firm CRD# 317321
01

About

Andrea Lynne Lucey is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with CARR FINANCIAL GROUP CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CARR FINANCIAL GROUP CORPORATION
CARR FINANCIAL GROUP
AUM
$554M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CARR FINANCIAL GROUP CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4828297
Firm CRD# 317321
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Lynne Lucey offer?
Andrea Lynne Lucey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Andrea Lynne Lucey's credentials?
Andrea Lynne Lucey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Lynne Lucey located?
Andrea Lynne Lucey is based in WORCESTER, Massachusetts, working with CARR FINANCIAL GROUP CORPORATION. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.
How does Andrea Lynne Lucey charge for services?
Andrea Lynne Lucey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARR FINANCIAL GROUP CORPORATION?
CARR FINANCIAL GROUP CORPORATION has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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