Frank Lucia
Managing Partner & General Agent
- Role
- Managing Partner at Worthington Financial Partners
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Frank Lucia
Experienced General Agent with a demonstrated history of working in the financial services industry. Strong business development professional skilled in FINRA related matters, Life Insurance, Securities, and Retirement Planning.Frank Lucia is a Registered Representative of Equity Services, Inc. Securities are offered solely by EquityServices, Inc, Member FINRA/SIPC, 9515 Deereco Blvd, Suite 700, Timonium, MD 21093, 41••••••92.Worthington Financial Partners is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services,Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life InsuranceCompany (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer of NLIC.Frank Lucia is licensed to sell securities in New York and is insurance-licensed in New York. An endorsement ofthis individual may not reflect others’ views or experience.
Experience
Managing Partner
Worthington Financial Partners
Dec 2024 — Present
Education
Rutgers University
BS, Corporate Finance
1989 — 1992
Neumann University
Masters, Strategic Leadership and Planning
2005 — 2007
Skills
- Strategic Financial Planning
- Insurance
- Retirement Planning
- Series 7
- Fixed Annuities
- Finra
- Series 63
- Life Insurance
- Retirement
- Mutual Funds
- Wealth Management
- Series 24
- Financial Planning
- Estate Planning
- Securities
- Investments
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