# LUCAS MCNEELY

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COPPERLINE WEALTH MANAGEMENT & PLANNING](https://search.stillhousedata.com/firm/335796) | 2025-06-30 | present | Yes |
| [FINANCIAL ADVOCATES INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/151298) | 2021-08-10 | 2025-09-12 | — |
| [LEVEL FOUR ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/134086) | 2018-08-14 | 2021-08-06 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2016-02-08 | 2018-08-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6590316)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6590316.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.