Frank Lucia

Frank Lucia

Managing Partner @Worthington Financial Partners

Washington, DC, US
MOBILE NUMBERS
+16•••••••74

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WORK HISTORY

Dec 2024 — Present

Managing Partner @Worthington Financial Partners

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EDUCATION

1989 — 1992

Rutgers University

BS, Corporate Finance

2005 — 2007

Neumann University

Masters, Strategic Leadership and Planning

SKILLS

Strategic Financial PlanningInsuranceRetirement PlanningSeries 7Fixed AnnuitiesFinraSeries 63Life InsuranceRetirementMutual FundsWealth ManagementSeries 24Financial PlanningEstate PlanningSecuritiesInvestments

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.

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