David Luedecke, financial advisor Houston TX
68 score

David Luedecke

CRD Number: 5429147
Current Firm: Msi Financial Services, Inc.

David Luedecke (CRD# 5429147) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Houston, TX Sep 2013 - Current 3
Wells Fargo Advisors LLC Austin, TX May 2009 - Aug 2013 4
Wachovia Securities, LLC Austin, TX Mar 2009 - May 2009 < 1
Nationwide Insurance Cedar Park, TX Aug 2008 - Feb 2009 < 1
Ameriprise Financial Services, Inc. Austin, TX May 2008 - Jul 2008 < 1
Sears Austin, TX Mar 2008 - May 2008 < 1
Statewide Remodeling Austin, TX Oct 2007 - Dec 2007 < 1
Competitive Marketing Austin, TX Dec 2006 - Jul 2007 < 1
Green Parrot San Marcos, TX Mar 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
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:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David R. Luedecke
Phone Number: 800-638-8378
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
68

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