LM
LM

Lucas Mclatchy

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
127 clients
Average Client Portfolio
$914K average
Assets Under Management
$116.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

1427 Military Cuttoff Rd Suite 206, Wilmington, NC, 28403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Zermatt Wealth Partners
March 2025 - Present · 11 mos
Previous Registrations
Raymond James & Associates, INC.
September 2024 - April 2025 · 7 mos
Raymond James & Associates, INC.Broker
July 2024 - April 2025 · 9 mos
Susquehanna Financial Group, LllpBroker
March 2024 - April 2024 · 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.