Profilo
Mr. Lucas Prewett is Executive Vice President at ProVise Management Group LLC.
Mr. Prewett's business background includes seven years with Ford Motor Company’s Finance Staff, two years as the Financial Vice President of a publicly traded insurance company, three years as Chairman of the Board for a local Palm Harbor Savings and Loan, and three years as an Investment Executive with a major broker/dealer.
Mr. Prewett is a CERTIFIED FINANCIAL PLANNER professional with over 32 years of business and financial planning experience, and over 20 years of experience running his own financial planning practice.
He has a Masters in Business Administration from New York University’s Graduate School of Business Administration.
He holds a Series 7 FINRA General Securities Representative License; he is an Investment Adviser Representative, and a real estate broker.
Precedenti posizioni note di Lucas Prewett
| Società | Posizione | Fine |
|---|---|---|
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestore di Portafoglio-Azioni | 01/02/2016 |
| FORD MOTOR COMPANY | Corporate Officer/Principal | - |
Formazione di Lucas Prewett
| New York University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| FORD MOTOR COMPANY | Consumer Durables |
| Aziende private | 1 |
|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
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