Advisor at Avinci Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avinci Wealth Management, Inc.
Location
Valencia, CA 91355
Credentials
Series 63, Series 65
Industry experience
10 years
Lindahl Lucas is a financial advisor with Avinci Wealth Management, Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Financial & Tax Architects for six years and owns Lucas Insurance Services, an insurance agency he founded in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model strategies with trend-following, momentum overlays, and algorithmic rebalancing to manage allocation and risk. The firm also offers estate-planning support through a digital platform, limited 401(k) guidance, and sub-advisory services.
Based on Avinci Wealth Management, Inc.
$499 one-time for 401(k) guidance; $2,500 one-time for estate planning service
Up to 1.95% annually, negotiable
23929 Valencia Blvd, Suite 404
Valencia, CA 91355
California · Texas
Avinci Wealth Management
2023 - Present (3 years)
FInancial & Tax Architects
2018 - 2024 (6 years)
Lucas Insurance Services, Inc.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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