professional profile
Lucas Mcneely, CFP
Overview
Lucas Mcneely is a registered representative and an investment adviser representative based in Cody, WY, with 10 years in the industry.
- Years in the industry
- 10
- States registered
- 11
- Exams passed
- 3
- Current firms
- 2
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Registered in 11 states
Every state, with registration and license dates
Firms
- Lpl Financial LLCCurrent firm
- Copperline Wealth Management & PlanningCurrent firm
Employment history since 2016
Book and practice
Firm assets under management on file
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