Luther Stene, financial advisor Killeen TX

Luther Stene

CRD Number: 1217371
Current Firm: Concourse Financial Group Advisors

Luther Stene (CRD# 1217371) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Killeen, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
(dba) Vetusa Advisors Killeen, TX Sep 2015 - Current 8
Concourse Financial Group Securities Inc. Killeen, TX Feb 2015 - Current 9
Luther Stene Commercial Rental Property Killeen, TX Jun 1999 - Current 24
Transamerica Financial Advisors, Inc. Round Rock, TX Jan 2012 - Feb 2015 3
World Financial Group Round Rock, TX Jun 2001 - Jan 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Luther M. Stene
Phone Number: 800-288-3035
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,373
    MILLIONS
  • Total Number of Accounts
    20,957
    ACCOUNTS
  • Average Account Value
    $208,666
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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