Lucas Rayburn Dancy-cabeal
Investment adviser representative at Nwf Advisory Services Inc
18 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Nwf Advisory Services IncMay 2025 to now
- Osaic Wealth, IncOct 2023 to now
- The Ameriflex GroupOct 2023 to now
- Dc Financial StrategiesMay 2022 to now
- Studio 9 Financial and Insurance ServicesJul 2015 to now
- Principal Life Insurance CompanyJul 2008 to Oct 2023
- Principal Securities IncJul 2008 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TN).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 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
- 5561661
- Firm CRD
- 110410