Unclaimed Profile

Renee Elizabeth Lucas

SUMMIT CAPITAL SOLUTIONS LLC·BRENTWOOD, Tennessee

SIE, Series 65Clean record14 years registeredSUMMIT CAPITAL SOLUTIONS LLC

6 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 6010603Firm CRD# 281478

Profile Verification

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

Identity

Renee Elizabeth Lucas · BRENTWOOD, TN

Registration

CRD #6010603 · SUMMIT CAPITAL SOLUTIONS LLC · 14 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Apr 2023 – present

SUMMIT CAPITAL SOLUTIONS LLC

Jan 2017 – Oct 2019

BRENTWOOD, TN

SUMMIT CAPITAL SOLUTIONS LLC

Oct 2016 – Dec 2016

NASHVILLE, TN

VIRTUE CAPITAL MANAGEMENT, LLC

Sep 2015 – Apr 2021

BRENTWOOD, TN

STRATEGIC FINANCIAL GROUP, LLC

Jul 2013 – May 2015

MERRILLVILLE, IN

RIVERNORTH CAPITAL MANAGEMENT, LLC

May 2012 – Jul 2013

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · May 7, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CAPITAL SOLUTIONS LLC

CRD 281478 · SEC 801-106842

Employees

Total firm employees

Services offered by SUMMIT CAPITAL SOLUTIONS LLC

Per Form ADV

Other

View all advisors at SUMMIT CAPITAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Renee Elizabeth Lucas offer?

Renee Elizabeth Lucas is a registered financial advisor in BRENTWOOD, Tennessee. Contact their office for details on services offered.

What are Renee Elizabeth Lucas's credentials?

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

Where is Renee Elizabeth Lucas located?

Renee Elizabeth Lucas is based in BRENTWOOD, Tennessee, working with SUMMIT CAPITAL SOLUTIONS LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Renee Elizabeth Lucas charge for services?

Renee Elizabeth Lucas's firm is compensated through other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CAPITAL SOLUTIONS LLC?

SUMMIT CAPITAL SOLUTIONS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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