Mr JONATHAN A LUCAS CFP
Ameriprise Financial Services, Inc.
533 Airport Blvd Suite 375, Burlingame, CA
90% Trust Score
Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated
Areas of Expertise
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning, Retirement Planning, Socially Responsible Investments
Client Reviews (1 reviews)
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