Jeffrey Scott Lucado
Investment adviser representative at Terry Mcdaniel & Company
34 yearsExperience
1 stateRegistered in
CFA, CICDesignations
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Terry Mcdaniel & CompanyFeb 1992 to now
Designations
- CFA
- CIC
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Terry Mcdaniel & Company
$1.9BAssets managed
378Clients
7Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1795087
- Firm CRD
- 104732