Carrie Amanda Lucas
Investment adviser representative at Pca Investment Advisory Services, Inc.
28 yearsExperience
1 stateRegistered in
$4.3BFirm assets
19 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- L.M. Kohn & CompanyJun 2024 to now
- Pca Investment Advisory Services, Inc.Apr 2024 to now
- L.M. Kohn & CompanyJan 2017 to May 2024
- Lincoln Financial AdvisorsAug 2012 to Jan 2017
- SheakleyJul 1998 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pca Investment Advisory Services, Inc.
$4.3BAssets managed
1,175Clients
11Advisers
19 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
- 5537773
- Firm CRD
- 123475