Mark Luchesa (CRD# 2582426) is an Investment Advisor Representative working at Private Advisor Group, LLC in Dayton, PA and has over 29 years of experience in the finance industry.
CRD# 6994913
Edward Jones
CRD# 5388513
Eagle Strategies LLC
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisor Group, LLC | Dayton, PA | Dec 2011 - Current | 12 |
| Lpl Financial LLC | Dayton, PA | Nov 2011 - Current | 12 |
| Marcello Wealth Management, Inc. | Dayton, PA | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- PA
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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