Lindahl L. Lucas

AVINCI WEALTH MANAGEMENT

VALENCIA, CA 91355

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CRD#: 4815132

Professional summary

Lindahl Larry Lucas II, who also goes by Lindahl Larry III Lucas, 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

Lindahl Larry Iii Lucas

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.

1) I OWN AN INSURANCE AGENCY CALLED LUCAS INSURANCE SERVICES. I AM THE OWNER AND I STARTED THE AGENCY ON 9/1/1989. THE ADDRESS IS 23556 LYONS AVENUE, SANTA CLARITA, CA 91321. MY POSITION IS OWNER AND I DEVOTE PART TIME STATUS (30%) WHICH IS APPROXIMATELY 50 HOURS/MONTH. I OVERSEE THE ENTIRE OPERATIONS THE AGENCY.

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 303, 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.

CRD#: 421

SANTA CLARITA, CA

Past

May 24, 2005 - November 30, 2006

WOODBURY FINANCIAL SERVICES, INC.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/23/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 7,320,001

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.

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Lindahl L. Lucas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AVINCI WEALTH MANAGEMENT, INC.

FINANCIAL & TAX ARCHITECTS, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2017

Series 63

Date: 9/2/2005

Series 6

Date: 5/23/2005

Current Firm

AVINCI WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AVINCI WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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