Lucas Drumond
Professional Summary
Lucas Drumond, who also goes by Lucas De Lima Drumond, Lucas Drumond, was a registered financial advisor. Lucas was a previously registered financial professional and started their career in finance 2025 - 2026. Lucas had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lucas De Lima Drumond, Lucas Drumond
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
DRUMOND WEALTH MANAGEMENT | DRUMOND WEALTH MANAGEMENT LLC
Contact Information
Main Address
Katy, TXPhone Number
(617) 959-2563# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
323AUM (Assets Under Management)
$61,492,124Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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