Lucas P Pavlatos
Investment adviser representative at Wincap Financial LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$223.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Wincap Financial LLCMay 2024 to now
- Manulife John Hancock Brokerage Services LLCJan 2024 to May 2024
- John Hancock Distributors LLCJul 2019 to Jan 2024
- John Hancock Personal Financial Services, LLCAug 2017 to May 2024
- John Hancock Funds, LLCDec 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wincap Financial LLC
$223.1MAssets managed
270Clients
7Advisers
2 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
- 6722736
- Firm CRD
- 315798