VL
Vincent P. Lucas
PACIFIC EQUITY ADVISORS LLC
La Jolla, CA 92037
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CRD#: 7817358
VL
Professional summary
Vincent Paul Lucas is a registered financial advisor currently at PACIFIC EQUITY ADVISORS LLC located in La Jolla, California.
Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Vincent has worked at 1 firm and has passed the Series 65 exam.
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.
I am a full-time employee of Pacific Equity Management, an Exempt Reporting Advisor that manages two hedge funds. This is an operations and administrative role. I do not engage in advisory services for this entity.
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Paul Lucas'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
November 17, 2023 - Present
PACIFIC EQUITY ADVISORS LLC
Office #1: 7946 Ivanhoe Avenue Suite 302, La Jolla, CA 92037RIA
CRD#: 328540
La Jolla, 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(11/17/2023)
Current Firm
PE
PACIFIC EQUITY ADVISORS LLC
PACIFIC EQUITY ADVISORS LLC
CRD#: 328540 / SEC#:
California
Registered Investment Advisory firm - (11/17/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7946 Ivanhoe Avenue Suite 302, La Jolla, CA 92037
Mailing Address
Phone number
(858) 459-1930
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 65,061 |
Red Flags
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