Richard LuskCRD Number: 1077656
Current Firm: Sentinus, LLC
Richard Lusk (CRD# 1077656) is an Investment Advisor Representative working at Sentinus, LLC in Oak Brook, IL and has over 25 years of experience in the finance industry. Richard Lusk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Sentinus, LLC||Oak Brook, IL||Nov 2015 - Current||1|
|Ausdal Financial Partners, Inc.||Davenport, IA||Nov 2015 - Current||1|
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||4|
|Multi-financial Securities Corporation||Denver, CO||Aug 2004 - Dec 2012||8|
|Smart Financial Advisors, LLC||Devon, PA||Sep 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
Total Assets Under Management213MILLIONS
Total Number of Accounts674ACCOUNTS
Average Account Value$315,582
- 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
- Selection of other advisers (including private fund managers)
IL, KY, TX
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