Luke Iverson
CRD Number: 6480980Current Firm: Crown Capital Securities, LP
Compensation Model: Both
Luke Iverson (CRD# 6480980) is an Investment Advisor Representative working at Quest Securities, Inc. in Fair Oaks, CA.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Orange, CA | Feb 2017 - Current | 7 |
| Aerojet Rocketdyne | Rancho Cordova, CA | Jul 2012 - Current | 11 |
| Quest Securities, Inc. | Fair Oaks, CA | Apr 2015 - Feb 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- CA
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts5,654ACCOUNTS
-
Average Account Value$216,326
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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