Lucas Wayne Cheatham
Investment adviser representative at Diamond Client Group, LLC
6 yearsExperience
2 statesRegistered in
$185.8MFirm assets
1 yearFirm 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
6 years in the industry.
- Good Bull Capital Gp Holdings LLCMar 2021 to now
- Diamond Client Group, LLCDec 2020 to now
- Peak Brokerage ServicesJun 2021 to May 2022
- Mass Mutual Life Insurance CompanyMar 2016 to Jun 2021
- MML Investors Services LLCMar 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn 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
- 5958728
- Firm CRD
- 310570