Christian A. Lucas, CFP®
Managing Partner, Portfolio Manager, Research Analyst, Trading Specialist
Christian joined the Firm in March 2000. Christian has experience in the investment and financial planning fields since 1999. He earned a B.A. in History from Northern Kentucky University in 1996. Christian passed the Series 7 which is a General Securities Representative exam (inactive) and Series 63 which is a Uniform Securities Agent State Law exam (inactive) in 1999 while employed with a national level financial institution. In 2002, Christian completed the requirements to the Certified Financial Planner Board of Standards Inc. In 2009, Christian became licensed by the department of insurance to conduct business in the Commonwealth of Kentucky and has demonstrated knowledge of insurance products, insurance laws and ethics.
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