Our Qualifications

Scott lucas




 


Scott A. Lucas attended The Ohio State University and graduated with a Bachelor of Science in Business Administration in 1984. He has been practicing in the financial industry since 1985, specializing in all aspects of Retirement Planning Services including Pension, Employee Benefits, Profit Sharing Plan Funding, Keogh’s, IRA’s, Estate Planning for individuals and small businesses, as well as Individual Financial Planning.





Mr. Lucas was ranked among the "Top Ten" list of financial planners in the Greater Columbus area by Business First Magazine (2007 issue).







He is currently an Investment Advisor representative through Investment Advisors, a division of ProEquities, Inc.* and holds designations of Registered Financial Consultant (RFC) and Chartered Financial Consultant (ChFC).  Mr. Lucas has a General Securities Series 7 and  Life & Health license.  He is a member of The Financial Planning Association (FPA) and the Columbus Association of Insurance and Financial Advisors (CAIFA).  


 *ProEquities, Inc. 2801 HWY 280 S., Birmingham, AL 35223. ProEquities is a member of the Financial Industry Regulatory Authority, Inc. (FINRA), and The Securities Investment Protection Corporation (SIPC).