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Financial ADVSR advisor directory · SEC adviser records

Lucas Group Financial Advisors, LLC financial advisors in Rockford, IL

Every SEC-registered investment adviser representative at a Lucas Group Financial Advisors, LLC office in Rockford, A to Z.

The short answer

3 registered advisors work at Lucas Group Financial Advisors, LLC in Rockford, out of 5 at the firm nationwide; it ranks number 21 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Lucas Group Financial Advisors, LLC advisors in Rockford, A to Z

Every Lucas Group Financial Advisors, LLC advisor →

Lucas Group Financial Advisors, LLC advisors in every city and state →Lucas Group Financial Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lucas Group Financial Advisors, LLC advisors in other cities

Freeport, IL 2

Other firms in Rockford

All Rockford advisors →

Savant Wealth Management 200Choreo, LLC 76Ameriprise Financial Services, LLC 19Edward Jones 18Wells Fargo Clearing Services, LLC 14LPL Financial LLC 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Cambridge Investment Research Advisors, Inc. 8Morgan Stanley 8Osaic Wealth, Inc. 8Robert W. Baird & Co. Incorporated 8Harbour Investments, Inc. 7

Questions

How many financial advisors does Lucas Group Financial Advisors, LLC have in Rockford?

3 investment adviser representatives are registered at Lucas Group Financial Advisors, LLC offices in Rockford, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Lucas Group Financial Advisors, LLC one of the largest advisor employers in Rockford?

Lucas Group Financial Advisors, LLC ranks number 21 in Rockford by registered advisors; Savant Wealth Management has the most, with 200.

How do I check a Lucas Group Financial Advisors, LLC advisor in Rockford?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lucas Group Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.