Luke Anthony (CRD# 7804443) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Warrington, PA | Apr 2024 - Current | < 1 |
| Pruco Securities LLC | Warrington, PA | Jul 2023 - Current | < 1 |
| All Star Sports Academy | West Chester, PA | Jun 2022 - Current | 1 |
| All Star Sports Academy | West Chester, PA | Jan 2022 - Jun 2022 | < 1 |
| Full Time Education | West Chester, PA | Aug 2021 - May 2022 | < 1 |
| Full Time Education | Doylestown, West Chester, PA | Sep 2015 - May 2022 | 6 |
| Full Time Education | Doylestown, West Chester, PA | Dec 2014 - May 2022 | 7 |
| Full Time Education | Doylestown, West Chester, PA | Aug 2013 - May 2022 | 8 |
| Spatolas | Pipersville, PA | May 2020 - Aug 2021 | 1 |
| Altomontes Italian Market | Doylestown, PA | Mar 2016 - May 2020 | 4 |
| Bountiful Acres | Doylestown, PA | Sep 2015 - Dec 2015 | < 1 |
| Carversville Inn | Carversville, PA | Sep 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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