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Lucas Darryl Presley

Advisor at Raymond James Financial — Lexington, TN 18 S Main St

Updated today

Credentials

Series 66

Experience

13 years

Location

Lexington, TN 38351

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Lucas Presley is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His career includes positions at LPL Financial and Invest Financial Corporation before joining Raymond James and FirstBank, where he currently serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Lexington, TN 18 S Main St

18 S Main St

Lexington TN 38351

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

13 years of industry experience

FirstBank

2021 - Present • 5 years

Lexington, TN

Raymond James Financial Services Advisors, Inc.

2021 - Present • 5 years

Lexington, TN

Raymond James Financial Services, Inc.

2021 - Present • 5 years

Lexington, TN

LPL Financial

2018 - 2021 • 3 years

Lexington, TN

Invest Financial Corporation

2013 - 2018 • 5 years

Lexington, TN

Disclosures

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

Business activities & affiliations

Lindsey H

CFP®, Series 66

Lexington, TN

Edward Jones

Lindsey Heglar is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Raymond James from 2016 to 2018 and was employed at Dyersburg State Community College from 2009 to 2016. She is a co-owner of Great Western Management, a family real estate business, though she has no day-to-day responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Jeffrey O

Series 63

Lexington, TN

Raymond James Financial

Jeffrey Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding a Series 63 designation and 27 years of industry experience. He has previously worked with LPL Financial and Invest Financial Corporation. He is also associated with FirstBank and its related entities in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jamie H

Series 66

Lexington, TN

Edward Jones

Jamie Hall is a financial advisor at Edward Jones in Lexington, TN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Xyngular, Sanofi Pharmaceuticals, and Plexus Worldwide. Outside of advisory work, he is a co-owner of a cattle farming operation in Lexington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. It supports its services with a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Landon W

Series 66

Lexington, TN

LPL Financial

Landon Wilson is a financial advisor with LPL Financial based in Lexington, TN. He holds the Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in outdoor solutions and water services industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a broad network of representatives, with access to various financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd R

Series 63, Series 66

Lexington, TN

LPL Financial

Todd Rosel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 18 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James P

Series 63, Series 65

Lexington, TN

Raymond James Financial

James Presley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation and has a long tenure with FirstBank. Outside of his advisory work, he owns and operates a registered Texas Longhorn cattle breeding and sales business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports clients through advisory programs and institutional consulting across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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