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LCM ADVISORY SERVICES, LLC
LCM ADVISORY SERVICES, LLC
SANTA ANA, California
·
2 registered advisors
·
CRD# 147980
SEC# 801-69680
949-724-8848
01
Firm Overview
AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LCM ADVISORY SERVICES, LLC
2 registered advisors
John Joseph Lewis
SANTA ANA, California
CRD# 1600550
Thomas Edward Raguse
SANTA ANA, California
CRD# 1547709
05
Office Locations
SANTA ANA, California
2 advisors
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Data sourced from SEC Form ADV filings. LCM ADVISORY SERVICES, LLC (CRD# 147980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.