TH
Todd Hadley
from Lucas Group Financial Planners, Inc.
Todd Hadley is a financial advisor based in California, Sacramento,
with 38 years of experience. Todd currently works for
Lucas Group Financial Planners, Inc..
Todd maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Todd Hadley works at Lucas Group Financial Planners, Inc.
Lucas Group Financial Planners, Inc. is a financial advisory firm based in Sacramento, California. It currently has approximately $302,719,725 of assets under management and employs about 3 people. Lucas Group Financial Planners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and portion of fees managed by third-party money managers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and portion of fees managed by third-party money managers
Office location
1545 River Park Drive,, Suite 401, Sacramento, California, 95815
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