Andrea Lynne Lucey
Investment adviser representative at Carr Financial Group
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$835.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Carr Financial GroupFeb 2022 to now
- Lucey Advisory GroupJan 2017 to Feb 2022
- LPL Financial LLCOct 2012 to Aug 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Carr Financial Group
Legal name: Carr Financial Group Corporation
$835.9MAssets managed
625Clients
6Advisers
4 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
- 4828297
- Firm CRD
- 317321