Mary Jeannette Lucas
Investment adviser representative at Prime Capital Financial
19 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 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.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Prime Capital FinancialApr 2022 to now
- Prime Capital Investment AdvisorApr 2022 to now
- Private Client ServicesApr 2022 to now
- Cetera Investment Advisers LLCMar 2021 to Apr 2022
- Cetera Investment Services LLCMar 2021 to Apr 2022
- Emprise BankMar 2021 to Apr 2022
- Umb BankMar 2007 to Apr 2022
- Umb Financial ServicesMar 2007 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (KS).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 3215942
- Firm CRD
- 288712