Jeffrey S. Lucado
Professional summary
Jeffrey Scott Lucado, who also goes by Jeffrey Lucado, is a registered financial advisor currently at TERRY MCDANIEL & COMPANY located in Austin, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 1 firm and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Scott Lucado's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2003 - Present
TERRY MCDANIEL & COMPANY
Office #1: 2630 Exposition Blvd Suite 300, Austin, TX 78703Primary Firm SEC Registration
TERRY MCDANIEL & COMPANY
CRD#: 104732 / SEC#: 801-24465
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2003)
Exams
Series 2
Date: 1/14/1988
Non-Member General Securities ExaminationCurrent Firm
TERRY MCDANIEL & COMPANY
CRD#: 104732 / SEC#: 801-24465
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 1,777,083,995 |
Red Flags
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