Luke Holder, financial advisor Amarillo TX
87 score

Luke Holder

CRD Number: 6236935
Current Firm: Securities America Advisors, Inc.

Luke Holder (CRD# 6236935) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Amarillo, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors, Inc. Amarillo, TX Aug 2013 - Current 3
Luke Holder Cpa Amarillo, TX Jan 2010 - Current 6
J Rex Lemert Pc Amarillo, TX May 2001 - Dec 2009 8

Luke Holder has no recent exams reported.
Contact Info for Luke J. Holder
Phone Number: 402-399-9111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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