Hunter LukeCRD Number: 1348707
Current Firm: Trust Advisory Group Ltd
Hunter Luke (CRD# 1348707) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Duxbury, MA and has over 32 years of experience in the finance industry.
Genesis Wealth Advisors, LLC
Lpl Financial LLC
|Advisory Group Equity Services, Ltd||Woburn, MA||Jan 2016 - Current||2|
|Capitol Financial Advisors||Wellesley, MA||Jan 2010 - Dec 2015||5|
|Commonwealth Equity Services, Inc.||Boston, MA||Mar 1989 - Dec 2015||26|
|Professional Planners, Inc.||Boston, MA||Nov 1988 - Dec 2009||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management147MILLIONS
Total Number of Accounts880ACCOUNTS
Average Account Value$166,481
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, VA, VT, WA
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