LUCAS MCNEELY is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with COPPERLINE WEALTH MANAGEMENT & PLANNING.
| Firm | From | To | Current |
|---|---|---|---|
| COPPERLINE WEALTH MANAGEMENT & PLANNING | 2025-06-30 | present | Yes |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 2021-08-10 | 2025-09-12 | — |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2018-08-14 | 2021-08-06 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-02-08 | 2018-08-14 | — |