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Lucas Alan Burton

Advisor at Cetera — Olean, NY W. State Street

Updated today

Credentials

Series 66

Experience

17 years

Location

Olean, NY 14760

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,102 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Lucas Burton is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Park Capital LLC and Lincoln Financial Securities Corporation. In addition to his advisory role, Burton owns a tax services business and serves as trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Olean, NY W. State Street

2646 W. State Street Suite 408

Olean NY 14760

Advisors at this office

1

Most active in

New York · Texas

Work history

17 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

El Segundo, CA

Lincoln Park Capital LLC

2024 - 2025 • 1 year

Olean, NY

Enchanted Mountains Financial

2015 - Present • 11 years

Olean, NY

Lincoln Financial Securities Corporation

2015 - 2024 • 9 years

Olean, NY

LB EMF, LLC

2015 - Present • 11 years

Olean, NY

Invest Financial Corporation

2011 - 2014 • 3 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jon O

Series 63, Series 65

Olean, NY

AFL Advisory Group LLC

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Wealth management Real estate investing
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Dana C

CFP®, Series 63

Olean, NY

Lincoln Park Capital LLC

Dana Cornell is a CFP® with 17 years of industry experience and is currently the sole advisor at Lincoln Park Capital LLC. Prior to this, Dana worked at Morgan Stanley for 12 years and has held roles at several other firms including Uniting Wealth Partners, LLC and BV Securities. Dana is also involved with Cornell Capital Holdings LLC, an affiliated entity. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and institutional clients. The firm employs a tactical asset allocation strategy with model portfolios tailored to client goals and risk tolerance, incorporating a mix of charting, fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies
user avatar

Kyle K

CFP®, Series 63, Series 66

Olean, NY

Lincoln Park Capital LLC

Kyle Kirk is a CFP® with five years of industry experience and is the principal advisor at Lincoln Park Capital LLC. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, and Northwest Bank. Kirk serves on the boards of the McKean County Community Foundation, Beacon Light Adult Residential Services, and the Bradford Area School District Athletic Committee, and manages the Peyton Kirk Memorial Scholarship housed at the McKean County Community Foundation. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and other institutional clients. The firm employs a tactical asset allocation approach with model portfolios tailored to client goals and risk tolerance, using various analytical methods and active portfolio monitoring.

Active portfolio management Options & derivatives strategies
user avatar

Dylan V

Series 66

Olean, NY

Commonwealth Financial Network

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Aaron V

Series 66

Olean, NY

Commonwealth Financial Network

Aaron Vincent is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previous work experience in educational institutions and a country club. Aaron is also involved with Jamestown Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets through a comprehensive platform that includes managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Troy V

Series 63, Series 66

Olean, NY

Commonwealth Financial Network

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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