Lucas
Lavin
Advisors Asset Management, Inc
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About this Advisor
Lucas Lavin is a financial advisor based in Boston, Massachusetts, working with Advisors Asset Management, Inc. Lucas has previously worked at First Trust Portfolios L.P, Patrick Capital Markets, LLC, Hennion & Walsh, Inc, and Advisors Asset Management, Inc. Lucas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Lucas is part of Advisors Asset Management, Inc, which operates out of Boston, Massachusetts. The firm has 8 offices and 274 employees. Advisors Asset Management, Inc manages $2.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$1,958,198,460
274
1,591
$1,230,797
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Lucas Lavin Work History
Advisors Asset Management, Inc
Hennion & Walsh, Inc
Patrick Capital Markets, LLC
First Trust Portfolios L.P
Disclosures
Please visit the SEC profile of Lucas Lavin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisors Asset Management, Inc
Birmingham, AL
Princeton, NJ
Charlotte, NC
Boerne, TX
Lisle, IL
Matawan, NJ
Boca Raton, FL
Melville, NY
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