Evan Theodore Lucas
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jun 2024 to now
- Charles SchwabJun 2024 to now
- UnemployedDec 2023 to May 2024
- The Vanguard Group, Inc.Jan 2020 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Dec 2019
- StarbucksAug 2018 to Sep 2018
- UnemployedJul 2018 to Aug 2018
- Bedrock Financial Services LLCMay 2018 to Jul 2018
- Extreme ReachDec 2017 to Dec 2017
- Self EmployedJul 2017 to Feb 2018
- Coast To Coast Talent GroupMar 2016 to May 2018
- Elektric VoodooJan 2016 to Jun 2017
- UnemployedSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 3009738
- Firm CRD
- 5393