Mark LuckenbachCRD Number: 6110127
Current Firm: Slw Retirement Plan Advisors
Mark Luckenbach (CRD# 6110127) is an Investment Advisor Representative working at Slw Retirement Plan Advisors in Lafayette, CA and has over 4 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|M Holdings Securities, Inc.||Portland, OR||Mar 2014 - Current||2|
|Sitmann Lavis White, LLC||Lafayette, CA||Mar 2014 - Current||2|
|Alan Fong Insurance Services||Emeryville, CA||Feb 2013 - Jan 2014||< 1|
|Sitzmann Morris & Lavis||Oakland, CA||Feb 2012 - Feb 2013||1|
|Liberty Benefit Insurance Services||San Jose, CA||Apr 2008 - Feb 2012||3|
|Cohn Reid O'neill Insurance Services, Inc.||Burlingame, CA||Nov 2000 - Mar 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
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