Ian Ananda Lucas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2007 → 04/2020
  Graham Investment Management, Inc.
  San Diego, CA
• 11/2024 → Present
  Lpl Financial Llc
  San Diego, CA
• 04/2020 → Present
  Vx Logistics Llc
  San Diego, AR

Previous Registrations

• 2007-03-19 → 2023-11-30
  Graham Investment Management, Inc.
  San Diego, CA
• 2015-05-28 → 2016-08-31
  Hummingbird
  San Diego, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-01

Other Names

• Ian Ananda Lucas
• Ian Ananda Lucas
• Ian Lucas