Lucas Allen Fields

Current Employers

Employment History

• 04/2007 → Present
  Raymond James Financial Services
  Worthington, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Worthington, OH
• 04/2007 → Present
  Far
  Worthington, OH
• 08/2017 → Present
  Diversified Brokerage Specialists
  Worthington, OH

Other Businesses

(1)Name of Business: Diversified Brokerage Specialists Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/21/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Using Diversified Brokerage to quote and third party provide Term Life and Long Term Disability Insurance for clients (2)Name of Business: FAR Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/02/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Foley and Fields Wealth Strategies Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085-5231, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: the is our firm name between Kevin Foley and myself, Luke Fields. Duties are meeting with clients, advising, research and financial planning (4)Name of Business: Worthington Christian Endowment Board Address: 6675 Worthington Galena Road, Worthington, OH, 43085, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member to assist in scholarship awards to students, fundraising for endowment, investments and oversight. (5)Name of Business: Worthington Christian High School Girls soccer team Address: 8225 Worthington Galena Rd, Worthington, OH, 43085, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 08/01/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: coach of HS girls soccer team

Exams

• S66 Uniform Combined State Law Examination
  2007-09-18

Other Names

• Luke A. Fields