Evan Theodore Lucas

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 09/2015 → 05/2018
  Unemployed
  San Diego, CA
• 01/2016 → 06/2017
  Elektric Voodoo
  San Diego, CA
• 03/2016 → 05/2018
  Coast To Coast Talent Group
  Los Angeles, CA
• 07/2017 → 02/2018
  Self Employed
  San Francisco, CA
• 05/2018 → 07/2018
  Bedrock Financial Services Llc
  Scottsdale, AZ
• 07/2018 → 08/2018
  Unemployed
  Scottsdale, AZ
• 08/2018 → 09/2018
  Starbucks
  Scottsdale, AZ
• 12/2017 → 12/2017
  Extreme Reach
  Los Angeles, CA
• 01/2020 → 11/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2024 → Present
  Charles Schwab
  Phoenix, AZ
• 12/2023 → 05/2024
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2021-10-12 → 2023-12-19
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1) Biomech Insight | Investment Related:No|4348 E Palo Verde Dr|Phoenix|Arizona|85018|United States|Biotechnology|actor/model|6/11/2025|Less than 20|0|Model for print ad

Exams

• S66 Uniform Combined State Law Examination
  2021-06-04
• S63 Uniform Securities Agent State Law Examination
  2019-03-04

Other Names

• Evan Theodore Lucas
• Evan Lucas