Erik Luckstead (CRD# 6007515) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtue Capital Management, LLC | Brentwood, TN | Sep 2019 - Current | 4 |
| Wealth Lock Insurance Services LLC | Fort Worth, TX | Apr 2018 - Current | 6 |
| Wealthstead LLC | Fort Worth, TX | Nov 2012 - Current | 11 |
| Wealth-lock, Inc. | Fort Worth, TX | Aug 2011 - Current | 12 |
| Independent (benefit Options Strategic Solutions) | Fort Worth, TX | Feb 2009 - Current | 15 |
| The Stelworth Group | Fort Worth, TX | Jan 2001 - Current | 23 |
| Wealth Lock Financial Services, Inc. | Fort Worth, TX | Dec 2011 - Sep 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- TX
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Total Assets Under Management787MILLIONS
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Total Number of Accounts6,111ACCOUNTS
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Average Account Value$128,861
- 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
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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