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LL

Lindahl L. Lucas

AVINCI WEALTH MANAGEMENT
VALENCIA, CA 91355
Some features on this profile are disabled
CRD#: 4815132
LL

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

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Lindahl Larry Lucas II's CRS (Customer Relationship Summary).

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

Current

January 3, 2024 - Present

AVINCI WEALTH MANAGEMENT, INC.

Office #1: 23929 Valencia Blvd Suite 404, Valencia, CA 91355
RIA
CRD#: 327780
VALENCIA, CA
Past

July 5, 2018 - April 10, 2024

FINANCIAL & TAX ARCHITECTS, LLC

RIA
CRD#: 119169
Santa Clarita, CA
Past

January 25, 2007 - October 1, 2008

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
SANTA CLARITA, CA
Past

May 24, 2005 - November 30, 2006

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ORANGE, CA

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/3/2024)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/2/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 5/23/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AW
AVINCI WEALTH MANAGEMENT, INC.
AVINCI WEALTH MANAGEMENT, INC. | DAVINCI WEALTH MANAGEMENT, INC. | DAVINCI WEALTH MANAGEMENT, INC

CRD#: 327780 / SEC#:

California
Registered Investment Advisory firm - (1/3/2024 Approved)
Texas
Registered Investment Advisory firm - (3/31/2025 Conditional Restricted)
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Contact information

Main Address
23929 Valencia Blvd Suite 303, Valencia, CA 91355
Mailing Address
Phone number
(888) 855-2612
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 10,119,609

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

AVINCI WEALTH MANAGEMENT, INC.

CRD#: 327780Valencia, CA 91355

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