Advisor Financial Services, Inc.
Advisor Financial Services, Inc. (CRD# 118537) is a financial advisory firm headquartered in Chatham, NY. They manage $22,500,000 in 422 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts422ACCOUNTS
Average Account Value$53,318
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
David Luck (CRD# 2633471) is an Investment Advisor Representative working at Advisor Financial Services, Inc. in Glen Allen, VA and has over 22 years of experience in the finance industry. David Luck 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.