Ali Lucas

Advisor at Edward Jones

Updated today

Location

Rayne, LA 70578-6054

Credentials

Series 66

Industry experience

9 years

About

Ali Lucas is a financial advisor at Edward Jones in Rayne, Louisiana, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2016, Lucas served on the Acadia Parish School Board for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions backed by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

710 The Boulevard

Rayne, LA 70578-6054

Most active in

Louisiana · Texas

Work history

Edward Jones

2016 - Present (10 years)

Acadia Parish School Board

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Tyler L

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Lafayette, LA

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Passive / index investing Active portfolio management
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