Luke Financial Company, LLC

Luke Financial Company, LLC (CRD# 147118) is a financial advisory firm headquartered in Plano, TX. They manage $10,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6860 N Dallas Parkway, Suite 200, Plano, TX 75024
http://www.lukefinancial.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Luke Financial Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Mazur, financial advisor Plano TX
Jonathan F. Mazur
CRD#: 5025791
6860 N Dallas Parkway, Suite 200, Plano, TX 75024

Jonathan Mazur (CRD# 5025791) is an Investment Advisor Representative working at Luke Financial Company, LLC in Plano, TX and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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