Jean LuckeyCRD Number: 1069987
Current Firm: Raymond James Financial Services Advisors, Inc.
Jean Luckey (CRD# 1069987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kalispell, MT and has over 28 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Raymond James Financial Services Advisors, Inc.||Kalispell, MT||Jan 2009 - Current||8|
|Non-profit||Kalispell, MT||Jul 2005 - Current||11|
|Raymond James Financial Services, Inc.||Kalispell, MT||Jan 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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