Luke Van Houten (CRD# 6106173) is an Investment Advisor Representative working at Lpl Financial LLC in Encinitas, CA and has over 8 years of experience in the finance industry. Luke Van Houten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifetime Financial Advisors Inc. | Encinitas, CA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Encinitas, CA | Nov 2020 - Current | 3 |
| Lifetime Financial Advisors Inc. | Encinitas, CA | Feb 2021 - Jun 2022 | 1 |
| Lifetime Financial Advisors Inc. | Encinitas, CA | Jun 2020 - Feb 2021 | < 1 |
| Unemployed | Encinitas, CA | May 2020 - Jun 2020 | < 1 |
| Lifetime Financial Advisors Inc. | Encinitas, CA | Feb 2020 - May 2020 | < 1 |
| Unemployed | Encinitas, CA | Dec 2019 - Feb 2020 | < 1 |
| Putnam Invesetments LLC | Andover, MA | Mar 2018 - Dec 2019 | 1 |
| Putnam Investments LLC | Andover, MA | Oct 2015 - Feb 2018 | 2 |
| Putnam Investments LLC | Andover, MA | Jun 2015 - Oct 2015 | < 1 |
| Lifetime Financial Advisors | Encinitas, CA | May 2015 - Jun 2015 | < 1 |
| Boston College Facilities | Chestnut Hill, MA | Nov 2011 - May 2015 | 3 |
| Boston College | Chestnut Hill, MA | Sep 2011 - May 2015 | 3 |
| Textron Aviation | Wichita, KS | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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