Lucas Andrew Mosher
Investment adviser representative at Sp Asset Management LLC
10 yearsExperience
3 statesRegistered in
$1.9BFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Leaders Group IncMar 2024 to now
- Sp Asset Management LLCJul 2018 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors, LLCAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Sp Asset Management LLC
$1.9BAssets managed
211Clients
3Advisers
4 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
- 6597693
- Firm CRD
- 323369