Joseph Scott Lucey
Investment adviser representative at Secured Retirement Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$255.1MFirm assets
Are you Joseph Scott Lucey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Secured Retirement Advisors, LLCMay 2007 to now
- Secured Retirement Associates, LLCMay 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Secured Retirement Advisors, LLC
$255.1MAssets managed
602Clients
5Advisers
5 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
- 2568779
- Firm CRD
- 144239