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portrait of Tyler Lucas
FINANCIAL ADVISOR

Tyler Lucas

CFP®, ChFC®, AAMS™
1900 W 21st St, Clovis, NM 88101opens in a new window
Accepting New Clients
CallSend Me a Message

About Tyler

As an Edward Jones financial advisor, my goal is to help my clients build, retain and transfer their wealth. I strive to help reduce the stress and ambiguity of investing by creating custom tailored portfolios and financial strategies for each individual. I look forward to the opportunity to earn your business.

I graduated from Texas Tech University - Rawls College of Business with my MBA and Eastern New Mexico University, where I graduated magna cum laude with a bachelor's degree in personal finance. I have attained the CFP®, ChFC® and AAMS™ certifications. I also have my AS from Santa Ana College.

Prior...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans

Work History

  • Edward JonesJanuary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas Tech UniversityMasters
  • Eastern New Mexico UniversityBachelors

Personal Interests

  • Traveling
  • Spending Time with Family
  • Real Estate
  • Golfing
  • Volunteering

Team Members

  • Doris Anaya
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(575) 366-8755

Fax

(844) 816-7832

Office Address

1900 W 21st St
Clovis, NM 88101opens in a new window

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