SL
ChFC
SL
ChFC
Scott Lucas is a ChFC-designated registered investment advisor, based in Worthington, OH, with 39 years of industry experience.
Location
947 Worthington Woods Loop Road, Worthington, OH, 43085
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Regulatory History (2)
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Customer Dispute
January 2016Settled
Customer Dispute
April 2012Final
Other Business ActivitiesSells Insurance
Scott is the owner/president of Lucas Financial Services, Inc. where he focuses on fixed insurance sales, and he dedicates full-time hours to this role, with a portion investment-related. Scott also works as an IAR for Invicta Advisors (nearly full-time), owns Wisdom Tax Group, LLC (a few hours per week), and plans/hosts a New Year's Eve party (about 10-20% of his time).
Employment History
Current Registrations
Invicta Capital LLCBroker
October 2019 - Present · 6 yrs 6 mos
Invicta Advisors LLC
October 2019 - Present · 6 yrs 6 mos
Previous Registrations
Wisdom Wealth Investment Advisors LLC
March 2014 - December 2019 · 5 yrs 9 mos
Investment Advisors
August 1999 - September 2019 · 20 yrs 1 mo
Proequities, INC.Broker
September 1998 - October 2019 · 21 yrs 1 mo
Bma Financial Services, INC.Broker
April 1986 - September 1998 · 12 yrs 5 mos
State Registrations12 states
CACOCTFLGAINMIOHPATXVAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.