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LB

Lucas T. Barnard

ENDEAVOR ADVISORS LLC
Phoenix, AZ 85016
Some features on this profile are disabled
CRD#: 7483823
LB

Professional summary

Lucas Todd Barnard, who also goes by Lucas T Barnard, Lucas Barnard, is a registered financial advisor currently at ENDEAVOR ADVISORS LLC located in Phoenix, Arizona.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lucas has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lucas T Barnard | Lucas Barnard

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 Lucas Todd Barnard'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

April 23, 2025 - Present

ENDEAVOR ADVISORS LLC

Office #1: 2801 E Camelback Rd Suite 200, Phoenix, AZ 85016
RIA
CRD#: 309563
Phoenix, AZ
Past

August 30, 2023 - March 12, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Tempe, AZ
Past

June 14, 2023 - March 12, 2025

MORGAN STANLEY

BD
CRD#: 149777
Tempe, AZ
Past

April 18, 2022 - June 3, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Tempe, AZ

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
(4/23/2025)
IAR
Texas
(4/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/30/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/31/2022
Securities Industry Essentials Examination

Current Firm

EA
ENDEAVOR ADVISORS LLC
ENDEAVOR ADVISORS LLC

CRD#: 309563 / SEC#:

Arizona
Registered Investment Advisory firm - (7/29/2020 Approved)
California
Registered Investment Advisory firm - (7/30/2020 Approved)
Texas
Registered Investment Advisory firm - (2/10/2025 Conditional Restricted)
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Contact information

Main Address
2801 E Camelback Rd Suite 200, Phoenix, AZ 85016
Mailing Address
Phone number
(480) 550-8316
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts344
AUM (Assets Under Management)$ 42,500,000

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

ENDEAVOR ADVISORS LLC

CRD#: 309563Phoenix, AZ 85016

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