Joe Lucey

Chief Executive Officer at Secured Retirement Advisors LLC

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Finance

Profile

Mr. Joseph S.
Lucey is a Chief Executive Officer at Secured Retirement Advisors LLC.
He tailors retirement solutions for his clients and ensures his firm adheres to his vision of providing clients with a top-tier experience, from planning to execution.
He is also a fiduciary advisor.
Mr. Lucey received his undergraduate degree from the University of Phoenix.
He is a Certified Financial Planner professional, Investment Adviser Representative (IAR) and is life and health insurance licensed.

Joe Lucey active positions

Companies	Position	Start
Secured Retirement Advisors LLC Secured Retirement Advisors LLC Investment ManagersFinance Secured Retirement Advisors LLC (SRA) is an independent, SEC-registered investment advisor headquartered in St. Louis Park, Minnesota. The firm was founded by Joseph "Joe" Lucey in 2007. SRA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Chief Executive Officer	2006-12-31

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Private companies	1
Secured Retirement Advisors LLC Secured Retirement Advisors LLC Investment ManagersFinance Secured Retirement Advisors LLC (SRA) is an independent, SEC-registered investment advisor headquartered in St. Louis Park, Minnesota. The firm was founded by Joseph "Joe" Lucey in 2007. SRA offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.	Finance