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Evan Lucas

Client focused financial services professional with an expertise in brokerage operations and relatio...
Greater Phoenix Area, Greater Phoenix Area, United States

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Work Experience

Charles Schwab

Sr. Retirement Services Specialist

2024-06-01 00:00:00 - Present

Vanguard

Ultra High Net Worth Client Consultant

2021-05-01 00:00:00 - 2023-11-01 00:00:00

Merrill Lynch

Sr. Registered Representative

2018-10-01 00:00:00 - 2019-12-01 00:00:00

Lpl Financial

Associate Service Consultant RIA/RIA Hybrid

2005-10-01 00:00:00 - 2015-09-01 00:00:00

Wachovia Securities

Premier Sales Support Specialist

2004-08-01 00:00:00 - 2005-10-01 00:00:00

Helfantjefferies

Clerk

2003-01-01 00:00:00 - 2003-10-01 00:00:00

Skills

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