Dan Lucas's Location
Indianapolis, Indiana, United States
Dan Lucas's Work
- Wealth Manager @ LJI Wealth Management
- Vice President @ A.L. Smith PC & A2 Wealth Management
- Vice President, Wealth Advisor @ Regions Bank
- Vice President, Private Banking @ Huntington National Bank
- Vice President, Retail Branch Manager @ Union Federal Bank
- Owner and Broker @ Accustar Mortgage
- Vice President of Sales and Originations @ Union Acceptance Corporation
Dan Lucas's Education
- University of Indianapolis
Bachelor of Science (Business Administration with Minors in Econ and Marketing)
1984 - 1988
Dan Lucas's Skills
- Retirement Planning
- Series 7
- Series 63
- Series 66
- Life Insurance License
- Microsoft Office
- Investment Properties
- Financial Analysis
- Management
- Relocation
Dan Lucas's Summary
Dan Lucas, based in Indianapolis, Indiana, United States, is currently a Wealth Manager at LJI Wealth Management, bringing experience from previous roles at A.L. Smith PC & A2 Wealth Management, Regions Financial Corporation, Huntington National Bank and Union Federal Bank. Dan Lucas holds a 1984 - 1988 Bachelor of Science in Business Administration with Minors in Econ and Marketing @ University of Indianapolis. With a robust skill set that includes Retirement Planning, Series 7, Series 63, Series 66, Life Insurance License and more, Dan Lucas contributes valuable insights to the industry. Dan Lucas has 2 emails on RocketReach.
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