Ian Lucas

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE 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

• 12/2021 → 03/2026
  Wells Fargo Clearing Services, Llc
  Troy, MI
• 02/2021 → 08/2021
  Alvarez Cultivation
  Jackson, MI
• 09/2017 → 09/2020
  First American Title Co.
  Rochester, MI
• 09/2016 → 09/2017
  Re/Max Suburban
  Sterling Heights, MI
• 05/2015 → 09/2016
  Helm & Associates
  Harrison Township, MI
• 08/2021 → 12/2021
  Anchored Business Solutions
  Oxford, MI
• 09/2020 → 02/2021
  Anchored Business Solutions
  Oxford, MI
• 03/2026 → Present
  Citizens Securities, Inc.
  Owosso, MI

Previous Registrations

• 2023-05-02 → 2026-03-17
  Wells Fargo Clearing Services, Llc
  Troy, MI
  Oxford, MI

Other Businesses

Name of OBA: Richard Lucas Accounts Position: POA Responsibilities of Position: I act as my father's POA for elder care purposes and am not compensated Monthly Compensation / Net Profit: 0 Date of Initial Involvement: 03/15/2013 Approximate Amount of Time Devoted on a Monthly Basis: 1 hr

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01

Other Names

• Ian Dazal Lucas