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LM

Lucas J. Meyer

Some features on this profile are disabled
CRD#: 4497326
LM

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.

Lucas Jason Meyer was a registered financial professional .

Lucas is a previously registered financial professional and started their career in finance in 2002. Lucas had worked at 3 firms and has passed the Series 65, Series 63 and Series 17 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

March 26, 2007 - October 8, 2008

PORTFOLIO RESOURCES GROUP, INC.

BD
CRD#: 31155
STAMFORD, CT
Past

October 18, 2006 - December 21, 2016

5TH STREET ADVISORS, LLC

RIA
CRD#: 140165
STAMFORD, CT
Past

April 3, 2002 - September 25, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
STAMFORD, CT

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
IAR
Series 65
Date: 7/19/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/15/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 17
Date: 4/2/2002
Limited Registered Representative Examination

Current Firm

PR
PORTFOLIO RESOURCES GROUP, INC.
PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155 / SEC#: , 8-45380

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Phone number
(305) 372-0299
Established
Florida since 11/18/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CAMEJO, ANTONIO NMNSHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL1654246
INVERSIONES SOSABASSHAREHOLDER
MARAVER, JOSE MANUELSHAREHOLDER/DIRECTOR2307685
BAQUERO DE JIMENEZ, NANCY JOSEFINAFINOP, PFO, POO5583492
SOSA, JUAN IGNACIODIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL2599288
VACA, MONICA TERESAOPTIONS PRINCIPAL2135645

Disclosures

Regulatory Event4

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

PORTFOLIO RESOURCES GROUP, INC.

CRD#: 31155

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