Anahid Luke (CRD# 3217912) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 24 years of experience in the finance industry. Anahid Luke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency And/or Avantax Insurance Services | Burbank, CA | Aug 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Burbank, CA | Jul 2023 - Current | < 1 |
| Avantax Advisory Services | Burbank, CA | Jul 2023 - Current | < 1 |
| Luke Services, Inc. Dba Comprehensive Financial Services | Burbank, CA | Dec 2017 - Current | 6 |
| Avantax Insurance Agency, LLC | Burbank, CA | Jul 2023 - Sep 2023 | < 1 |
| Luke Services, Inc. Dba Comprehensive Financial Services | Burbank, CA | Dec 2017 - Sep 2023 | 5 |
| In-home Supportive Svcs (ihss) | Glendale, CA | Jan 2023 - Jul 2023 | < 1 |
| Independent Financial Group, LLC | Burbank, CA | Sep 2017 - Jul 2023 | 5 |
| National Planning Corporation | Burbank, CA | Feb 2009 - Sep 2017 | 8 |
| Comprehensive Financial Services | Burbank, CA | Dec 2000 - Dec 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
- CA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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