Lindahl Larry Lucas

Employer firm

Avinci Wealth Management, Inc. CRD 327780

$10.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1989 → Present
  Lucas Insurance Services, Inc.
  Santa Clarita, CA
• 07/2018 → 04/2024
  Financial & Tax Architects
  Valencia, CA
• 10/2023 → Present
  Avinci Wealth Management
  Valencia, CA

Previous Registrations

• 2018-07-05 → 2024-04-10
  Financial & Tax Architects, Llc
  Santa Clarita, CA

Other Businesses

1) I OWN AN INSURANCE AGENCY CALLED LUCAS INSURANCE SERVICES. I AM THE OWNER AND I STARTED THE AGENCY ON 9/1/1989. THE ADDRESS IS 23556 LYONS AVENUE, SANTA CLARITA, CA 91321. MY POSITION IS OWNER AND I DEVOTE PART TIME STATUS (30%) WHICH IS APPROXIMATELY 50 HOURS/MONTH. I OVERSEE THE ENTIRE OPERATIONS THE AGENCY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-02
• S63 Uniform Securities Agent State Law Examination
  2005-09-02

Other Names

• Lindahl Larry Lucas