Lucas Barton

Managing Director and Practice Leader at SageView Advisory Group - Newport Beach, California, US

Lucas Barton's Colleagues at SageView Advisory Group
Michael Coelho

Managing Director

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Susan Hajek

Retirement Plan Consultant

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William Dowd

Managing Principal

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Howard Biggs

Managing Director

Contact Howard Biggs

Nichole Labott

Retirement Plan Consultant

Contact Nichole Labott

Deanna Spivey

Retirement Plan Consultant

Contact Deanna Spivey

Shelly Schaefer

Retirement Plan Consultant

Contact Shelly Schaefer

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Lucas Barton's Contact Details
Email (Verified)
***@sageviewadvisory.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(949) 955-1395
Location
Colleyville, Texas, United States
Company
SageView Advisory Group
Lucas Barton's Company Details
SageView Advisory Group logo, SageView Advisory Group contact details

SageView Advisory Group

Newport Beach, California, US • 315 Employees
Financial Services

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Investment Advisory Services Financial Advisory Asset Management Investment Management Services Sec Registered Investment Advisor Wealth Management Products Financial Planning Retirement Planning Tax Planning
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Frequently Asked Questions about Lucas Barton
Lucas Barton currently works for SageView Advisory Group.
Lucas Barton's role at SageView Advisory Group is Managing Director and Practice Leader.
Lucas Barton's email address is ***@sageviewadvisory.com. To view Lucas Barton's full email address, please signup to ConnectPlex.
Lucas Barton works in the Financial Services industry.
Lucas Barton's colleagues at SageView Advisory Group are Michael Coelho, Susan Hajek, William Dowd, Howard Biggs, Nichole Labott, Deanna Spivey, Shelly Schaefer and others.
Lucas Barton's phone number is (949) 955-1395
See more information about Lucas Barton