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Andrea Lynne Lucey

Carr Financial Group

Worcester, MA

Mendon, MA

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Current Employers
Carr Financial Group

20 Park Avenue Ste #201, Worcester, MA 01605 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-01
TX RA APPROVED 2022-05-26
  • MA RA
    APPROVED
    Since 2022-06-01
  • TX RA
    APPROVED
    Since 2022-05-26

Branch Locations

20 Park Avenue Ste #201, Worcester, MA 01605 • United States

Mendon, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Worcester MA 10/2012 08/2021
Lucey Advisory Group Worcester MA 01/2017 08/2021
Carr Financial Group Worcester MA 02/2022 Present
Lucey Advisory Group Worcester MA 08/2021 02/2022
  • 10/2012 → 08/2021
    Lpl Financial Llc
    Worcester, MA
  • 01/2017 → 08/2021
    Lucey Advisory Group
    Worcester, MA
  • 02/2022 → Present
    Carr Financial Group
    Worcester, MA
  • 08/2021 → 02/2022
    Lucey Advisory Group
    Worcester, MA
Previous Registrations
  • 2012-10-15 → 2021-09-27
    Private Advisor Group, Llc
    Worcester, MA
    Morristown, NJ
  • 2017-05-12 → 2021-09-22
    Lucey Advisory Group
    Worcester, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-09-15
  • S63 Uniform Securities Agent State Law Examination
    2004-09-15
Designations
Other Names
  • Andrea Mallett
  • Andrea Lynne Mallett

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
CARL P. SHERR & CO., LLC
WORCESTER ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

MONIQUE MARIE D'AUTEUIL
JENNIFER AITES GUADIZ
PETER BRUCE LURIER
ALEX M SULLIVAN
JASON W CAMUTI
JEREMY TAYLOR LURIER
DAVID Z LI
SALVATORE GIACALONE

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WORCESTER, MA
MORGAN STANLEY · Worcester, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTER, MA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WORCESTER, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WORCESTOR, MA
LPL FINANCIAL LLC · WORCESTER, MA
CARL P. SHERR & CO., LLC · WORCESTER, MA

More in Worcester, MA

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