Adam LuckeCRD Number: 6050999
Current Firm: Rogan & Associates
Adam Lucke (CRD# 6050999) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Rogan & Associates, Inc.||Safety Harbor, FL||Apr 2012 - Current||4|
|University Of Florida||Gainesville, FL||Aug 2008 - Current||8|
|Clearwater Central Catholic High School||Clearwater, FL||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management234MILLIONS
Total Number of Accounts1,837ACCOUNTS
Average Account Value$127,615
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)