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Scott Lucas, RFC®, ChFC®
Lucas Financial Services, Inc

Tel: 614-840-9770
947 Worthington
Woods Loop
Worthington, OH 43085

About Lucas Financial Services, Inc

We do not look exclusively at the rate of return when approaching the Financial Planning process. We attempt to go deeper with our clients to best find solutions that will facilitate the type of lifestyle they desire. Helping people make the most of their financial resources and effective financial decision-making will result in what is most important- living a happy, rewarding, low stress,financially secure life.

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General Information

Name of Broker/Dealer:   Proequities
Name of Custodial Firm:   TD Ameritrade, Pershing LLC
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Wealth Management, Financial Planning, Investment Advice & Management

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home

Firm Information

Assets Managed by Advisor:   $50000

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee

Education

BSBA   The Ohio State University

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