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Nathan Howard Lucas

Investment Adviser Representative at BANKPLUS WEALTH ADVISORS

Jackson, MSCRD #6138395Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Mississippi
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/25/2013
Series 7
General Securities Representative Examination
Passed 3/17/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/21/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Bankplus Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKPLUS WEALTH ADVISORSCurrent
6/23/2020Jackson, MS
LPL FINANCIAL LLC
1/28/20136/19/2020Jackson, MS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Howard Lucas 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.

Nathan Howard Lucas - Financial Advisor in Jackson, MS | AdvisorFinder