David Luke, financial advisor Sandy UT
81 score

David Luke

CRD Number: 1984903
Current Firm: Net Worth Advisory Group, LLC

David Luke (CRD# 1984903) is an Investment Advisor Representative working at Net Worth Advisory Group, LLC in Sandy, UT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Medicus Wealth Planning Herriman, UT Apr 2016 - Current 1
Networth Advisory Group, LLC Sandy, UT Sep 2010 - Current 6
Luke Wealth Management Salt Lake City, UT Jun 2008 - Mar 2015 6
Insurance-variable A& Fixed Salt Lake City, UT Jun 2008 - Dec 2012 4
Luke Wealth Strategies Salt Lake City, UT Jan 2009 - Sep 2010 1
Raymond James Financial Services Salt Lake City, UT Jun 2008 - Sep 2010 2
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jun 2008 - Sep 2010 2
Wachovia Securities LLC Salt Lake City, UT Dec 2006 - Jun 2008 1
Wachovia Securities LLC Scottsdale, AZ May 1996 - Dec 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Aug 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Regulatory Investigation
Get Details on the FINRA Advisor Check site
Contact Info for David K. Luke
Phone Number: 801-566-6639
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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