Lucas W. Settineri
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$501BFirm 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 feeCommissions
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
13 years in the industry.
- Raymond James & Associates, Inc.Jun 2024 to now
- Raymond James Financial Services Advisors, IncAug 2023 to Jun 2024
- Raymond James Financial ServicesAug 2022 to Jun 2024
- Cg Financial ServicesMay 2022 to Aug 2022
- Raymond James Financial Services - Ballard Wealth GroupJan 2022 to May 2022
- Michigan State UniversityAug 2020 to Apr 2024
- StudentJan 2013 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7497087
- Firm CRD
- 705