Jacquelyn Lucas's Location
Beverly Hills, CA, US
Jacquelyn Lucas's Work
- Investment Consultant @ TD Ameritrade
- Financial Advisor and Retirement Counselor @ T. Rowe Price
Jacquelyn Lucas's Education
- College for Financial Planning
CFP, Masters of Financial Planning (in progress)
2012 - 2013 - University of South Florida
Bachelor of Science (BS) (Finance, General)
- University of South Florida
Bachelor of Science (BS) (Marketing/Marketing Management, General)
Jacquelyn Lucas's Skills
- Strategic Financial Planning
- Retirement Planning
- Retirement Savings
- Retirement Plan Consulting
- Financial Advisory
- Financial Risk
Jacquelyn Lucas's Summary
Jacquelyn Lucas, based in Beverly Hills, CA, US, is currently a Investment Consultant at TD Ameritrade, bringing experience from previous roles at T. Rowe Price. Jacquelyn Lucas holds a 2012 - 2013 CFP, Masters of Financial Planning (in progress) @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Retirement Savings, Retirement Plan Consulting, Financial Advisory and more, Jacquelyn Lucas contributes valuable insights to the industry. Jacquelyn Lucas has 1 email on RocketReach.
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