Paul LukitschCRD Number: 3088171
Current Firm: State Farm Investment Management Corp.
Paul Lukitsch (CRD# 3088171) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pittsburgh, PA and has over 18 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|State Farm Investment Management Corp||Pittsburgh, PA||Jul 2009 - Current||8|
|Paul Lukitsch Insurance Agency||Pittsburgh, PA||Jan 2006 - Current||11|
|State Farm Vp Management Corp||Pittsburg, PA||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
Total Assets Under Management20,243MILLIONS
Total Number of Accounts28ACCOUNTS
Average Account Value$722,957,698
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV