Markelle LukeCRD Number: 6435815
Current Firm: Goldman Sachs Personal Financial Management
Markelle Luke (CRD# 6435815) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Walnut Creek, CA and has over 4 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|United Capital Financial Advisers, LLC||Newport Beach, CA||Dec 2014 - Current||7|
|Cetera Advisor Networks LLC||El Segundo, CA||Nov 2017 - Sep 2020||2|
|Girard Securities||San Diego, CA||Jul 2016 - Nov 2017||1|
|Fidelity National Title||San Francisco, CA||Mar 2013 - Dec 2014||1|
|Chicago Title||Stockton, CA||Jan 2010 - Dec 2013||3|
|Beattie & Aghazarian, LP||Stockton, CA||Jan 2012 - Mar 2013||1|
|University Of The Pacific||Stockton, CA||Sep 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management29,473MILLIONS
Total Number of Accounts76,965ACCOUNTS
Average Account Value$382,942
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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