Unclaimed Profile

David H Lucas

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.·DALLAS, Texas

SIE, Series 3, Series 7, Series 7TO, Series 30, Series 63Clean recordTEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

2000 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 4267224Firm CRD# 298422

Profile Verification

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

Identity

David H Lucas · DALLAS, TX

Registration

CRD #4267224 · TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 30

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD 298422 · SEC 801-114364

AUM

$3.4B

Regulatory assets under management

Employees

1,868 client accounts

Services offered by TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does David H Lucas offer?

David H Lucas specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are David H Lucas's credentials?

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

Where is David H Lucas located?

David H Lucas is based in DALLAS, Texas, working with TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does David H Lucas charge for services?

David H 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 TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.?

TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. has approximately 97 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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