Lucas Lambros Duffy
Investment Adviser Representative at Willow Creek Capital Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lucas Lambros Duffy is an investment adviser representative with Willow Creek Capital Management, Inc. in Missoula, MT, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Raymond James Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Montana and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Montana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Oct 2024 – no end date reportedMissoula, MT
- UnemployedMay 2024 – Oct 2024Washington D.C., DC
- Rock Creek GroupJun 2022 – May 2024Washington, DC
- George Washington UniversityAug 2021 – May 2023Washington D.C., DC
- Plum Property ManagementJan 2021 – Aug 2021Missoula, MT
- MT Democratic PartyJun 2020 – Dec 2020Missoula, MT
- EndeavorFeb 2020 – May 2020New York City, NY
- Kellogg HansenJul 2018 – Jan 2020Washington D.C., DC
- Middlebury CollegeFeb 2014 – Feb 2018Middlebury, VT
- UnemployedMar 2018 – Jun 2018Washington D.C., DC
- Willow Creek Capital ManagementOct 2024 – no end date reportedMissoula, MT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Willow Creek Capital Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Missoula, MT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas Lambros Duffy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched