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Teresa Ann Lucas

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio
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303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 3103059Firm CRD# 107028
01

About

Teresa Ann Lucas is a registered financial advisor based in CINCINNATI, Ohio, affiliated with TOUCHSTONE ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TOUCHSTONE ADVISORS INC
TOUCHSTONE ADVISORS INC
AUM
$26.7B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at TOUCHSTONE ADVISORS INC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3103059
Firm CRD# 107028
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Teresa Ann Lucas offer?
Teresa Ann Lucas specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Teresa Ann Lucas's credentials?
Teresa Ann Lucas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teresa Ann Lucas located?
Teresa Ann Lucas is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Teresa Ann Lucas charge for services?
Teresa Ann Lucas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOUCHSTONE ADVISORS INC?
TOUCHSTONE ADVISORS INC has approximately 84 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJill Tripp Mcgruder — TOUCHSTONE ADVISORS INCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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