Unclaimed Profile

Andrea Lynne Lucey

CARR FINANCIAL GROUP CORPORATION·WORCESTER, Massachusetts

SIE, Series 6, Series 7, Series 63CFP ChFCClean record13 years registeredCARR FINANCIAL GROUP CORPORATION

20 PARK AVENUE, WORCESTER, MA 01605CRD# 4828297Firm CRD# 317321

Profile Verification

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

Identity

Andrea Lynne Lucey · WORCESTER, MA

Registration

CRD #4828297 · CARR FINANCIAL GROUP CORPORATION · 13 years registered

Brand Profile

Not yet started

Career History

CARR FINANCIAL GROUP

May 2022 – present

LUCEY ADVISORY GROUP

May 2017 – Sep 2021

WORCESTER, MA

PRIVATE ADVISOR GROUP, LLC

Oct 2012 – Sep 2021

WORCESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · October 15, 2012

Years registered · 13

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARR FINANCIAL GROUP CORPORATION

CRD 317321 · SEC 801-123187

AUM

$554M

Regulatory assets under management

Employees

1,283 client accounts

Services offered by CARR FINANCIAL GROUP CORPORATION

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 CARR FINANCIAL GROUP CORPORATION →

Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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