Thomas LuckenbillCRD Number: 3054999
Current Firm: Foresters Equity Services, Inc.
Thomas Luckenbill (CRD# 3054999) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in Columbia, MO and has over 19 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cutter & Company, Inc.
|Foresters Equity Services, Inc.||San Diego, CA||Jul 2016 - Current||1|
|Next Financial Group, Inc.||Columbia, MO||Nov 2004 - Jul 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
Total Assets Under Management11MILLIONS
Total Number of Accounts125ACCOUNTS
Average Account Value$86,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV