Kostas Luecker, financial advisor Fort Worth TX
93 score

Kostas Luecker

CRD Number: 5315317
Current Firm: Wells Fargo Advisors, LLC

Kostas Luecker (CRD# 5315317) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Worth, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Fort Worth, TX Jan 2016 - Current < 1
Ubs Financial Services Inc. Fort Worth, TX Aug 2015 - Jan 2016 < 1
American Funds Distributors, Inc. Irvine, CA Jan 2014 - May 2015 1
Unemployed Tigard, OR Oct 2013 - Jan 2014 < 1
Protective Life Portland, OR Dec 2010 - Oct 2013 2
Hartford Life Wayne, PA Mar 2007 - Dec 2010 3
Buxton Ft. Worth, TX Jul 2005 - Mar 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Feb 2008
Contact Info for Kostas K. Luecker
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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