Andrew Lueck, financial advisor Spokane WA
90 score

Andrew Lueck

CRD Number: 5880394
Current Firm: Quest Capital Strategies, Inc.

Andrew Lueck (CRD# 5880394) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Quest Capital Strategies, Inc. Lake Forest, CA Apr 2014 - Current 2
Spokane County Spokane, WA Feb 2005 - Current 11
Kms Financial Services, Inc. Seattle, WA Feb 2011 - May 2013 2
Self-employment Spokane, WA Mar 2009 - Dec 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Andrew W. Lueck
Phone Number: 949-830-4885
Registered State(s):
  • ID
  • WA
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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