Lucas Iacovino
Investment adviser representative at Raymond James Investment Management
11 yearsExperience
1 stateRegistered in
$16.9BFirm assets
11 yearsFirm in business
Are you Lucas Iacovino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Raymond James Investment ManagementMar 2026 to now
- Carillon Fund Distributors, Inc.Sep 2025 to now
- Raymond James & Associates, Inc.Jun 2019 to Sep 2025
- GrubhubAug 2018 to Mar 2019
- Merrill LynchMay 2018 to Aug 2018
- Merrill LynchJun 2017 to Aug 2017
- Penn State UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James Investment Management
Legal name: Carillon Tower Advisers, Inc.
$16.9BAssets managed
5Clients
31Advisers
11 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
- 6823982
- Firm CRD
- 174904