Lucas Ferster
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJan 2025 to now
- LPL Enterprise, LLCApr 2024 to now
- Baughman Capital ManagementJan 2022 to Apr 2024
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Apr 2024
- Raymond James Financial Services, Inc.May 2020 to Apr 2024
- Pinnacle Asset ManagementJan 2019 to Nov 2023
- D.A. Alexander & Co.Jun 2018 to May 2020
- Dahring Cusmano & AssociatesJan 2018 to Apr 2018
- UnemployedJun 2017 to Jan 2018
- Citizens Private BankJul 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MI, SC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5555522
- Firm CRD
- 6413