Lucas David Gagne
Investment adviser representative at Affinity Investment Group, LLC
11 yearsExperience
3 statesRegistered in
$595.1MFirm assets
24 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Affinity Investment Group, LLCAug 2021 to now
- Channel Building Company, Inc.Jun 2019 to Jul 2021
- University of VermontAug 2015 to May 2019
- Gn FencingMay 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Affinity Investment Group, LLC
$595.1MAssets managed
471Clients
4Advisers
24 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
- 7668327
- Firm CRD
- 117191