LD
Lucas Deslauriers
THE FINANCIAL ADVISORS
Andover, MA 01810
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CRD#: 7710658
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Professional summary
Lucas Deslauriers is a registered financial advisor currently at THE FINANCIAL ADVISORS, LLC located in Andover, Massachusetts.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lucas has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Deslauriers'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®
NoneExperience
Current
June 30, 2023 - Present
THE FINANCIAL ADVISORS, LLC
Office #1: 26 Essex Street, Andover, MA 01810RIA
CRD#: 146680
Andover, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
THE FINANCIAL ADVISORS, LLC
THE FINANCIAL ADVISORS, LLC
CRD#: 146680 / SEC#: 801-68921
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)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
Massachusetts(6/30/2023)
Exams
Current Firm
TF
THE FINANCIAL ADVISORS, LLC
THE FINANCIAL ADVISORS, LLC
CRD#: 146680 / SEC#: 801-68921
RIA
Registered Investment Advisory firm - (3/11/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
26 Essex Street, Andover, MA 01810
Mailing Address
Phone number
(978) 475-3242
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,146 |
| AUM (Assets Under Management) | $ 1,108,355,372 |
Red Flags
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