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Robert R. Lucci

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CRD#: 1396743
RL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Richard Lucci, who also goes by Chip Lucci, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1986. Robert had worked at 11 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chip Lucci

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 8, 2005 - November 4, 2009

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
SARASOTA, FL
Past

October 10, 2003 - February 1, 2005

US TAX ADVISORY GROUP, INC.

BD
CRD#: 125867
SARASOTA, FL
Past

August 2, 2002 - October 25, 2002

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

January 12, 2001 - August 7, 2002

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

September 14, 1999 - December 13, 2000

SICOR SECURITIES INC

BD
CRD#: 16195
DAYTON, OH
Past

March 28, 1996 - November 7, 1997

SICOR SECURITIES INC

BD
CRD#: 16195
DAYTON, OH
Past

June 30, 1994 - April 5, 1995

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL
Past

November 12, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

November 12, 1991 - July 14, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 6, 1989 - August 14, 1991

SHEEN FINANCIAL RESOURCES, INC.

BD
CRD#: 22498
Past

November 13, 1987 - April 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 6, 1987 - November 24, 1987

SOURCE SECURITIES, INC.

BD
CRD#: 8026
Past

May 9, 1986 - July 29, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/15/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
AURA FINANCIAL SERVICES, INC.
AURA FINANCIAL SERVICES, INC.

CRD#: 42822 / SEC#: , 8-50020

BD
Revoked by SEC on 02/22/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Alabama since 11/27/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GAUTNEY, TIMOTHY MICHAELPRESIDENT2552149
GAUTNEY, TIMOTHY MICHAELSECRETARY2552149
COOPER, SHAUN MICHAELDIRECTOR OF OPERATIONS4254365
COOPER, SHAUN MICHAELSROP4254365
KING, LOYD GILFORDTREASURER2892687
WOODRUFF, JOHN WESLEY JRCROP2625285
WOODRUFF, JOHN WESLEY JRCHIEF COMPLIANCE OFFICER2625285

Disclosures


Regulatory Event8
Civil Event1
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AURA FINANCIAL SERVICES, INC.

CRD#: 42822

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