Luke Ocker (CRD# 7341708) is an Investment Advisor Representative working at Avantax Advisory Services in Chambersburg, PA and has over 2 years of experience in the finance industry.
CRD# 4275229
Raymond James Financial Services Advisors, Inc.
CRD# 4573
Edward Jones
CRD# 4947304
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ocker Financial Services LLC | Chambersburg, PA | Mar 2022 - Current | 2 |
| Avantax Investment Services, Inc. | Chambersburg, PA | Sep 2021 - Current | 2 |
| Avantax Advisory Services | Chambersburg, PA | Sep 2021 - Current | 2 |
| Ocker Financial Services, LLC | Chambersburg, PA | Nov 2020 - Mar 2022 | 1 |
| Shippensburg University Of Pennsylvania | Shippensburg, PA | Aug 2017 - May 2021 | 3 |
| Mountain Ridge Landscaping | Shippensburg, PA | May 2018 - Mar 2021 | 2 |
| Target Corporation | Minneapolis, MN | Nov 2019 - Dec 2020 | 1 |
| Giant Food Stores | Chambersburg, PA | Oct 2015 - Mar 2018 | 2 |
| Full Time Student | Chambersburg, PA | Aug 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- PA
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Total Assets Under Management41,696MILLIONS
-
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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