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Daniel Keith Lucas

Investment Adviser RepresentativeLji Wealth Management, LLCCRD 5019712

About Daniel Keith Lucas

Daniel Keith Lucas is listed as Investment Adviser Representative at Lji Wealth Management, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Lji Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Keith Lucas work?

Daniel Keith Lucas is listed as Investment Adviser Representative at Lji Wealth Management, LLC on SEC Form ADV.

How much of Lji Wealth Management, LLC does Daniel Keith Lucas own?

Form ADV reports a beneficial ownership band of 5-10%.

Lji Wealth Management, LLC

TitleInvestment Adviser Representative
Ownership5-10%
Control personNo
Since2016
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