Luke Brown (CRD# 6844866) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Warrington, PA | Feb 2023 - Current | 1 |
| Pruco Securities LLC | Warrington, PA | Jul 2022 - Current | 1 |
| First Financial | King Of Prussia, PA | Oct 2021 - Jul 2022 | < 1 |
| Unemployed | Norristown, PA | Jun 2021 - Oct 2021 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | May 2019 - Jun 2021 | 2 |
| Ranstadt | Atlanta, GA | Aug 2017 - May 2019 | 1 |
| Unemployed | Montrose, PA | May 2017 - Aug 2017 | < 1 |
| Penn State University | State College, PA | Aug 2015 - May 2017 | 1 |
| Keen Lake Campground Cottage Resort | Waymart, PA | Jun 2011 - Aug 2016 | 5 |
| Penn State University | Hazleton, PA | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- 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
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