Lukas McCalla has been an investment adviser representative at Kelman Lazarov since August 2024, and is not listed among the firm’s executive officers or direct owners.
Kelman Lazarov Inc is a Memphis, TN firm with $895M under management, 579 clients and 13 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Lukas McCalla is registered as an investment adviser representative in Tennessee, since August 2024.
- TennesseeSince 9 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 31 December 2021 |
| SIE | Securities Industry Essentials Examination | 15 October 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Lukas J McCalla
- CRD
- 7413832
- Firm
- Kelman Lazarov · CRD 107727
- Office
- 5100 POPLAR AVE, STE 2805, Memphis, TN 38137-2805
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Lukas McCalla work?
Lukas McCalla is an investment adviser representative registered through Kelman Lazarov Inc since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Lukas McCalla a financial advisor?
Yes. Lukas McCalla has a current investment-adviser registration in Tennessee, through Kelman Lazarov since August 2024.
How many years of experience does Lukas McCalla have?
Lukas McCalla has 4 years in the financial industry, since December 2021, across 1 adviser firm.
What exams has Lukas McCalla passed?
Lukas McCalla has passed 3 licensing exams: the SIE, Series 6TO and Series 63. The earliest, the SIE, was passed in October 2021.
Where is Lukas McCalla based?
Lukas McCalla’s registered office is in Memphis, TN.
Is Lukas McCalla registered with FINRA?
No. Lukas McCalla has no current broker registration.
How can I verify Lukas McCalla’s record?
Search CRD 7413832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lukas McCalla’s full registration record.
Keith SchmittPresident/Director of Financial Planning- Michael MunekataChief Compliance Officer
Andrew BuzanTreasurer/Chief Investment Officer
April LowerySenior Financial Advisor
Patrick O'HearnSecretary/Senior Financial Advisor
Christopher PurcellSenior Financial
Martin KelmanChairman- Ronald LazarovFounding Partner
Jacob SamuelsSenior Portfolio Manager