Myles Luster, financial advisor Encino CA
81 score

Myles Luster

CRD Number: 5614231
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Myles Luster (CRD# 5614231) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Valley Village, CA Jan 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Valley Glen, CA Nov 2012 - Current 4
Unemployed Valley Glen, CA Sep 2012 - Nov 2012 < 1
Metlife Securities Inc. Pasadena, CA Jan 2012 - Sep 2012 < 1
Total Financial Resource Advisory, Inc. Pasadena, CA Jun 2009 - Jan 2012 2
First Allied Securities Inc. Pasadena, CA Dec 2008 - Jan 2012 3
Total Financial Resource Group Inc. Pasadena, CA Nov 2006 - Jan 2012 5
Self-employed Valley Glen, CA May 2007 - Dec 2008 1
Warner Music Group Burbank, CA Jul 1989 - May 2007 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Disclosure Information

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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Myles R. Luster
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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