Dane Alexander Lucero
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- StifelJul 2023 to Aug 2026
- Terra Firma Wealth ManagementMay 2022 to Aug 2022
- Terra Firma Wealth ManagementMay 2021 to Aug 2021
- Prairie CenterMar 2020 to Sep 2020
- Washington State UniversityAug 2019 to May 2023
- Penn Cove FarmsMar 2018 to Dec 2019
- Coupeville High SchoolAug 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7417856
- Firm CRD
- 6627