Lucinda F. Dallas
Professional summary
Lucinda F Dallas, who also goes by Lucinda D Bentley, Lucinda Dallas Bentley, Lucinda Fay Dallas, Lucinda Dallas Gamble, is a registered financial advisor currently at CFS WEALTH MANAGEMENT located in Macon, Georgia.
Lucinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Lucinda has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lucinda F Dallas's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2010 - Present
CFS WEALTH MANAGEMENT
Office #1: 1515 Bass Road Suite D, Macon, GA 31210October 30, 2002 - November 2, 2009
FINTEGRA, LLC
October 18, 2002 - October 22, 2002
FINTEGRA, LLC
September 13, 1999 - November 1, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
CFS WEALTH MANAGEMENT
CRD#: 135579 / SEC#: 801-130591
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2010)
Exams
Current Firm
CFS WEALTH MANAGEMENT
CRD#: 135579 / SEC#: 801-130591
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 457 |
| AUM (Assets Under Management) | $ 158,728,705 |
Red Flags
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Company Information
CFS WEALTH MANAGEMENT
CRD#: 135579Macon, GA 31210TRUST BUT VERIFY
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