Colin LukeCRD Number: 5490602
Current Firm: Waddell & Reed
Colin Luke (CRD# 5490602) is an Investment Advisor Representative working at Waddell & Reed in Atlanta, GA and has over 8 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Brookhaven, GA||Jun 2008 - Current||8|
|Waddell & Reed, Inc.||Atlanta, GA||Feb 2008 - Current||8|
|Unemployed||Roswell, GA||May 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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