Daniel Luke (CRD# 4324353) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Sandy, UT and has over 23 years of experience in the finance industry. Daniel Luke 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# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rain Life Home Loans | Salt Lake City, UT | Jul 2014 - Current | 9 |
| Diversify Wealth Management | S Jordan, UT | Nov 2013 - Current | 10 |
| Diversify, Inc. | S Jordan, UT | Sep 2013 - Current | 10 |
| Dfpg Investments, Inc. | South Jordan, UT | May 2011 - Current | 12 |
| Diversify Insurance, Inc. | Sandy, UT | Sep 2004 - Current | 19 |
| Luke Family Properties, LLC | Salt Lake City, UT | Aug 2001 - Current | 22 |
| Cedar Crest Advisors, LLC | South Jordan, UT | Apr 2015 - Apr 2018 | 3 |
| Bridge Equities Advisors, LLC | S. Jordan, UT | Nov 2014 - Apr 2015 | < 1 |
| Ljcooper Capital Management, LLC | Orem, UT | Oct 2011 - Oct 2014 | 3 |
| Dfp Lending, Inc. | South Jordan, UT | Sep 2004 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- TX
- UT
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Total Assets Under Management2,872MILLIONS
-
Total Number of Accounts13,027ACCOUNTS
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Average Account Value$220,467
- A percentage of assets under your management
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