Thomas Luckenbill, financial advisor Columbia MO

Thomas Luckenbill

CRD Number: 3054999
Current Firm: Lifemark Securities Corp.

Thomas Luckenbill (CRD# 3054999) is an Investment Advisor Representative working at Lifemark Securities Corp. in Columbia, MO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Luckenbill Law Firm Columbia, MO Aug 2006 - Current 17
Independent Insurance Agent Columbia, MO Oct 2003 - Current 20
William Woods University Fulton, MO Aug 1994 - Current 29
Foresters Equity Services, Inc. San Diego, CA Jul 2016 - Oct 2018 2
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
Contact Info for Thomas H. Luckenbill
Phone Number: 585-424-5672
Firm Website: https://www.lifemark.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $199,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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