David Lukas (CRD# 4619433) is an Investment Advisor Representative working at David Lukas Financial in North Little Rock, AR and has over 9 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| David Lukas Financial | North Little Rock, AR | Jun 2012 - Current | 11 |
| Signature Investments Inc. | North Little Rock, AR | May 2015 - Dec 2015 | < 1 |
| Signature Investments Inc. | North Little Rock, AR | May 2015 - Dec 2015 | < 1 |
| Signature Investments Inc. | North Little Rock, AR | Mar 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AR
- TX
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Total Assets Under Management56MILLIONS
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Total Number of Accounts306ACCOUNTS
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Average Account Value$184,126
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, TX
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