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Lucas Barton

Managing Director and Practice Leader at SageView Advisory Group

  • LinkedIn

Email Email: l****@lockton.com

phone noPhone Number: (***)-***-****

The best companies and their retirement plan advisers share a common thread; a commitment and love for their employees and the goal of providing them with great retirement outcomes.Lucas ...

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SAGEVIEW ADVISORY GROUP

SAGEVIEW ADVISORY GROUP

  • description Description
    SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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SageView Advisory Group Org Chart and Mapping

Employees

Mark Forkey

Senior Investment Advisor

Stuart Payment

Retirement Plan Conusltant

Michael Lau

Marketing/Wealth Management Intern

Jessica Menezes

Director of Corporate Development

Diana Woolley

Client Service & Marketing Associate

Rodney Kauffman

Retirement Plan Consultant

Kerrie Casey

Retirement Plan Consultant

Frequently Asked Questions Regarding Lucas Barton

Answer: Lucas Barton works for SageView Advisory Group as Managing Director and Practice Leader

Answer: Lucas Barton’s role in SageView Advisory Group is Managing Director and Practice Leader

Answer: Lucas Barton's email address is l***@gmail.com

Answer: Lucas Barton's business email address is l****@lockton.com

Answer: Lucas Barton’s direct phone number is (***)-***-****

Answer: Lucas Barton works in the industry of: Financial Services

Answer: Lucas Barton is the current Managing Director and Practice Leader at SageView Advisory Group.... Read More

Answer: Lucas Barton works SageView Advisory Group located at 4000 Macauthur BLVD Ste 1050, Newport Beach, California, 92626, United States

Answer: SageView Advisory Group's Managing Director and Practice Leader is Lucas Barton

Answer: Lucas Barton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@lockton.com

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