Lucas O. Weigang
Professional summary
Lucas Okalani Weigang, who also goes by Lucas Weigang, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Vancouver, Washington and BANKERS LIFE SECURITIES, INC. located in Vancouver, Washington.
Lucas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Lucas has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Okalani Weigang's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2020 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 2101 Ne 129th St Ste 105, Vancouver, WA 98686April 12, 2021 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 2101 Ne 129th Street Ste 105, Vancouver, WA 98686Primary Firm SEC Registration
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/7/2023)
(9/28/2020)
(9/2/2021)
(9/23/2021)
(5/30/2024)
Exams
Series 7TO
Date: 8/21/2022
General Securities Representative ExaminationSeries 6TO
Date: 4/11/2021
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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