Lucas Jonathan Mathers
Professional Summary
Lucas Jonathan Mathers is a registered financial advisor currently at FLORIDA FINANCIAL ADVISORS, LLC located in Orlando, Florida. Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Lucas has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Disclosures on record.
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.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Current Firm
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS ("TFA") | TEXAS FINANCIAL ADVISORS ("TXFA") | NEW ENGLAND FINANCIAL ADVISORS ("NEFA") | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS ("GFA") | FOUR CORNERS FINANCIAL ADVISORS ("FCFA") | FLORIDA FINANCIAL ADVISORS, LLC
Contact Information
Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634Phone Number
(813) 333-1683# of Employees
667SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
4,295AUM (Assets Under Management)
$456,133,125Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
Primary Firm SEC Registration
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS ("TFA") | TEXAS FINANCIAL ADVISORS ("TXFA") | NEW ENGLAND FINANCIAL ADVISORS ("NEFA") | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS ("GFA") | FOUR CORNERS FINANCIAL ADVISORS ("FCFA") | FLORIDA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(1/12/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Jonathan Mathers's CRS (Customer Relationship Summary).
Similar Advisors
CAMRIEL ADVISORS
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
PARK AVENUE SECURITIES LLC