LUCAS ANTHONY CASAREZ is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with LEVEL UP FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LEVEL UP FINANCIAL PLANNING, LLC | 2023-01-31 | present | Yes |
| CETERA WEALTH SERVICES, LLC | 2017-01-17 | 2017-09-08 | — |
| CWM, LLC | 2016-05-26 | 2017-10-26 | — |
| WESTERN WEALTH MANAGEMENT LLC | 2015-12-11 | 2016-05-27 | — |