Lindahl L. Lucas
Professional summary
Lindahl Larry Lucas II is a registered financial advisor currently at AVINCI WEALTH MANAGEMENT, INC. located in Valencia, California.
Lindahl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Lindahl has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lindahl Larry Lucas II's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2024 - Present
AVINCI WEALTH MANAGEMENT, INC.
Office #1: 23929 Valencia Blvd Suite 404, Valencia, CA 91355July 5, 2018 - April 10, 2024
FINANCIAL & TAX ARCHITECTS, LLC
January 25, 2007 - October 1, 2008
WOODBURY FINANCIAL SERVICES, INC.
May 24, 2005 - November 30, 2006
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2024)
(3/31/2025)
Exams
Current Firm
AVINCI WEALTH MANAGEMENT, INC.
CRD#: 327780 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 10,119,609 |
Red Flags
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