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VERIFIEDLucas Decker
Carnegie Private Wealth
6101 Carnegie Blvd.
Suite 520
Charlotte, NC 28209
704-470-5635
Invested in what matters
About Carnegie Private Wealth
Carnegie Private Wealth was founded on a passion for excellence and a commitment to serving our clients at the highest level. Backed by decades of experience, our team of licensed professionals uses cutting-edge technology and forward-thinking advice to craft customized strategies that prioritize what matters most to you. What matters most to you? This question drives our purpose: providing comprehensive partnership to create lasting impact in pursuit of your aspirations.
Our expertise includes the psychology of money, retirement planning, estate planning, financial organization, cash flow management, tax and charitable planning, investment planning, family wealth planning, and risk management. With 200+ combined years of experience, the team serves approximately 1,200 households and over $2B in brokerage and advisory assets through LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
See Disclosures
General Information
Firm Start Year
CRD#
6443527
Firm CRD#
6413
Name of Broker/Dealer
LPL Financial
States Licensed in
AZ,CA,CT,DC,FL,GA,IN,MD,MI,NE,NJ,NY,NC,OH,PA,SC,TN,TX,VA
Years of Experience in Financial Services
11
Number of Years with Current Firm
1
Work Experience
Wealth Advisor, Carnegie Private Wealth, DBA LPL Financial, Charlotte, NC - March 2025 to Present
Financial Advisor, Edward Jones, Charlotte, NC - May 2015 to March 2025
Financial Manager, Air Force Life Cycle Management Center - June 2014 to January 2015
Financial Analyst, Air Force Life Cycle Management Center, Dayton, OH - October 2012 to June 2014: Analysis of financial systems and reporting, including the reconciliation of Foreign Military Sales funds.
Budget Analyst, Air Force Life Cycle Management Center, Dayton, OH - June 2011 to September 2012: Budget analysis, including management of operation and maintenance funds and Foreign Military Sales travel funds; development and submission of financial statements; quarterly financial updates to leadership.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning
Services
Investment Types
Annuities, Insurance, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Firm Information
Firm's Number of Clients
1200
Assets Managed by Firm
$2,000,000,000
Compensation and Fees
Compensation Methods
Based on Assets, Commissions
Education
Bachelor of Science (B.S.) - Business Administration, Accounting, Economics
Ohio Dominican University
08/01/2007 -05/01/2011
MBA - Business Administration and Management, General
Ohio Dominican University
08/01/2011 -05/01/2013
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
Disclaimer
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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