Lucas G. Campbell
Professional summary
Lucas Grant Campbell, CFP®, who also goes by Lucas Campbell, is a registered financial professional currently at AEL FINANCIAL SERVICES, LLC located in Charlotte, North Carolina.
Lucas is registered as a RR (Registered Representative) and started their career in finance in 2016. Lucas has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lucas Grant Campbell's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2023 - Present
AEL FINANCIAL SERVICES, LLC
Office #1: 2101 Rexford Road Suite 310, Charlotte, NC 28211February 15, 2023 - October 5, 2023
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
October 17, 2016 - February 10, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/26/2024)
(2/29/2024)
Exams
Series 7TO
Date: 12/17/2022
General Securities Representative ExaminationSeries 6TO
Date: 12/17/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
AEL FINANCIAL SERVICES, LLC
CRD#: 300285 / SEC#: , 8-70298
Contact information
FINRA licenses (37 States and Territories)
Documents
Red Flags
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