Lukas James DeWitt

Lukas James DeWitt

Licensed Financial Advisor
Proxy Financial
999 Brickell Ave Suite 410 Miami, FL 33131
Visit Website

Specialized in

About 

Lukas James DeWitt

After serving 6 years in the US Army core of engineers, I felt a void in my life. I was used to working with a team to achieve goals and helping others. After leaving the Army I needed a new mission. I thought to myself, how can I help others while doing something that I was passionate about. I had always been passionate about investing and realized that there was a massive lack of financial education in this country. I started digging into what it takes to become a financial professional. I wanted to help others in their personal finances and educate them so they can be better stewards of their money.Then, I discovered what it takes to become a financial advisor and I have never looked back. My goal is to educate my clients so they have a healthy relationship with their finances. We all have goals and aspirations, let's achieve them as financially efficiently as possible.

Licenses

Series 65
Securities Industry Essentials (SIE)
Registered Investment Advisor (RIA)

Education

About 

Proxy Financial

Proxy Financial is an avant-garde financial services company offering turn-key capital solutions on a global platform through finance vehicle architecture, fund monitoring, fund administration, and cutting-edge investment advisory, planning and fund distribution.For investors, Proxy investment management and client services are defined by investor support, investor education, transparency, and a client experience that is entirely human at every level. Our technology platform and manicured methodologies may be mechanically precise, accurate, and process driven but our foundation is always built on communication and trust between an individual, their family and their advisor.– Wealth Done Better

FIRM SEC/CRD #

298080

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

We do receive commissions on certain products, we do not recommend any products or services unless they are in the clients best interest.

Methods of Compensation

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Disclaimer

Lukas DeWitt is not licensed in all states to offer securities and insurance products. This site and any post on this social medium is not a solicitation of interest in any of these products or service in any state which the investment representative is not properly licensed.