Luke George, financial advisor Meridian ID

Luke George

CRD Number: 7598524
Current Firm: Cambridge Investment Research Advisors, Inc.

Luke George (CRD# 7598524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Meridian, ID and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2023 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2023 - Current 1
Z Doctor LLC Garden City, ID Oct 2022 - Current 1
Hi Financial Meridian, ID Jul 2022 - Current 1
Boise State University Boise, ID Aug 2019 - Current 4
360 Painting Of Meridian Meridian, ID May 2021 - Aug 2021 < 1
Ec Plumbing Kuna, ID Jul 2018 - Apr 2020 1
Lds Mission Montevideo, Oct 2016 - Oct 2018 2
Deseret Industries Nampa, ID Oct 2015 - Oct 2016 1
Kuna High School Kuna, ID Aug 2012 - May 2016 3
Linder Farms Kuna, ID Aug 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2023
Contact Info for Luke W. George
Phone Number: 641-472-5100
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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