Lucinda Dallas has been an investment adviser representative at CFS Wealth Management since July 2010, and is not listed among the firm’s executive officers or direct owners. Lucinda Dallas holds a Bachelor of Arts in History from Emory University and a Law degree from the University of Georgia School of Law. Lucinda Dallas studied at Southern Trust School.
CFS Wealth Management, LLC is a Macon, GA firm with $189M under management, 465 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Lucinda Dallas formerly served as Vice President of SouthCrest Investments, an investment, trust and insurance division that she founded for its regional banking parent company.
- CFS Wealth ManagementCurrent– present · 16 yearsMacon, GA · Adviser representative · Firm CRD 135579
Investment adviser representative registrations
Lucinda Dallas is registered as an investment adviser representative in Georgia, since July 2010.
- GeorgiaSince 9 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1999 |
| Series 7 | General Securities Representative Examination | 24 August 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lucinda F Dallas
- CRD
- 3270458
- Firm
- CFS Wealth Management · CRD 135579
- Office
- 1515 Bass Road, Suite D, Macon, GA 31210
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfswealth.com
Where does Lucinda Dallas work?
Lucinda Dallas is an investment adviser representative registered through CFS Wealth Management, LLC since July 2010, and is not listed among the firm’s executive officers or direct owners.
Is Lucinda Dallas a financial advisor?
Yes. Lucinda Dallas has a current investment-adviser registration in Georgia, through CFS Wealth Management since July 2010.
How many years of experience does Lucinda Dallas have?
Lucinda Dallas has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has Lucinda Dallas passed?
Lucinda Dallas has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1999.
Where is Lucinda Dallas based?
Lucinda Dallas’ registered office is in Macon, GA.
Is Lucinda Dallas registered with FINRA?
No. Lucinda Dallas has no current broker registration.
How can I verify Lucinda Dallas’ record?
Search CRD 3270458 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucinda Dallas’ full registration record.
