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Lucas Holmes is a financial advisor professional located in Ocean City, MD. They specialize in financial advisory. With over 5 years of experience, they bring deep expertise to every client.
Lucas Holmes - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
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Lucas Holmes is a financial advisor based in Ocean City, Maryland, operating with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With 5 years in the financial services industry, Holmes works with clients on investment and wealth management matters. His practice is registered with FINRA, the Financial Industry Regulatory Authority, which oversees broker-dealers and their representatives across the United States.
Lucas Holmes holds a FINRA CRD registration (Central Registration Depository), which is the regulatory credential required for financial professionals who buy and sell securities on behalf of clients. This registration means Holmes is actively monitored by FINRA and must comply with strict conduct and competency standards. A FINRA-registered advisor has demonstrated knowledge of securities markets, investment products, and client protection rules, and is subject to ongoing compliance audits and disciplinary oversight.