Lucas Allen Mccraw

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2014 → 07/2017
  Unemployed
  Abingdon, VA
• 08/2017 → 12/2017
  Scratch Golf Company
  Bristol, VA
• 01/2018 → 11/2019
  Unemployed
  Abingdon, VA
• 12/2019 → 12/2021
  Virginia Highlands Airport
  Abingdon, VA
• 01/2022 → 04/2023
  Emory And Henry College
  Emory, VA
• 10/2023 → Present
  Trinitas Wealth Management, Llc
  Bristol, VA
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Bristol, VA
• 05/2023 → 10/2023
  Virginia Highlands Airport
  Abingdon, VA

Other Businesses

Trinitas Wealth Management, LLC Non-Investment Related 125 Walling Rd, Bristol, VA Non-Owner Support Company Associate/Employee Started: 02/22/2024 81+ hrs per month 81+ hrs during trading hrs Duties: Financial and investment planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-22

Other Names

• Lucas Mccraw