Ervin Lusk, financial advisor Washington DC
96 score

Ervin Lusk

CRD Number: 1010939
Current Firm: Icma Retirement Corp

Ervin Lusk (CRD# 1010939) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 8 years of experience in the finance industry. Ervin Lusk 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.

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Professional Designations
Company Name Location Dates Years
Icma Retirement Corporation Washington, DC Jun 2008 - Current 8
Andrew Womack Ministries Coloradoa Springs, CO Jun 2003 - Current 13
United Planners' Financial Services Of America A Limited Partner Amarillo, TX Oct 1998 - Current 18
Lusk Triad Co Inc. Amarillo, TX Mar 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Ervin G. Lusk
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • AZ
  • CO
By the Numbers
  • Total Assets Under Management
    31,797
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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