Danielle Luster (CRD# 1946873) is an Investment Advisor Representative working at Bamboo Wealth Strategies in San Diego, CA and has over 29 years of experience in the finance industry. Danielle Luster 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Planning & Advisory Services Inc. | San Diego, CA | Aug 2014 - Current | 9 |
| Metlife Securities Inc. | San Diego, CA | Oct 2009 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- CA
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts705ACCOUNTS
-
Average Account Value$215,463
- 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
- Pension consulting services
CA, NH, PA, TX
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