Lucas Arthur Beggin
Investment adviser representative at Lucas Group Financial Advisors, LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$337.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Lucas Group Financial Advisors, LLCAug 2025 to now
- Lucas Group Cpas + Advisors, LLCSep 2010 to now
- Regulus Financial Group, LLCOct 2019 to Aug 2025
- Regal Investment Advisors, LLCMay 2019 to Sep 2025
- Lucas Group Financial Advisors, Inc.Nov 2013 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, WI).
Lucas Group Financial Advisors, LLC
$337.7MAssets managed
429Clients
6Advisers
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
- 6276634
- Firm CRD
- 326880