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  2. DAVID LUCAS*, ChFC

DAVID LUCAS*, ChFC

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DAVID LUCAS, ChFC
Financial Advisor

David Lucas is a graduate of the USC Marshall School of Business earning his B.S. He started his practice with David White & Associates in 1990 and focuses on working with business owners and families. Dave was born in San Francisco and is a Bay Area native. He is involved in a variety of community activities. Dave is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Association for Advanced Life Underwriting (AALU). Dave helps his clients achieve financial security by providing professional advice and service.

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  •   3150 Crow Canyon Place, Suite 200,
    San Ramon, California 94583
  •   Los Angeles
  •   New York
  •   Tel: 925-277-2600
  •   info@dwassociates.com
  •   Toll Free: 800-548-2671

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*Representatives offer products and services using the following business names: David White & Associates | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with David White & Associates. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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